Events

Join us for a virtual presentation on Thursday – Nov. 21st, 2024. The event is complimentary. Below are details about the event.

Thursday, November 21st: 4pm – 5pm Central

Russell Price, Chief Economist for Ameriprise Financial will kick off our session with his insights on today’s economic environment. Price is frequently quoted in The Associated Press, Fox Business, Bloomberg News, BusinessWeek and Reuters and has appeared in many other national media outlets. He has been cited by Bloomberg Financial a “Bloomberg Best” for being one of the most accurate economic forecasters in their benchmark consensus survey.

Additionally, Barry Kruse - Vice President, Global Head Franklin Templeton Academy with Franklin Templeton Academy will share perspectives and present Emotions, Expectations, & Economics. During this complimentary session, we’ll discuss how fear, the media, and the urge to time the markets influence investors’ emotions. Additionally, we’ll explore investors’ expectations during bull markets and their predisposition to think, “This time it’s different". We’ll also look at three types of investors and their market expectations and will end the session with a brief overview of U.S. economic history by touring the last eight decades.

Join us for a special family event at the historic Westview Orchard Cider Mill. This all-ages event will include pumpkin picking, cider, and donuts, along with picturesque views of the orchard and winery. Guests are welcome. A photographer will be available to take complimentary family photos during the event.

Join us for a live webinar. We will identify the taxes retirees are mostlikely to face using a conventional withdrawal strategy. We will then cover tax-smartwithdrawal strategies that could extend your retirement income. Guests are welcome.