Events

Look beyond the dollars and cents of traditional retirement planning. Join us for an eye-opening look at what life might look like after work and develop a more personal and creative approach to everyday life in retirement.

Please plan to join the Microsoft Teams Webinar event to listen in and view the presentation.

Learn why Presidents have historically had less impact on markets than people tend to believe.

Join this webinar to better understand the historical data which reveals a lack of substantial correlation between Presidents and market returns. Brian will debunk common misconceptions about the impacts of President and parties on the markets, along with which government polices impact the markets, and which policies don’t.

Please plan to join the Microsoft Teams Webinar event to listen in and view the presentation.

Join us for a presentation analyzing the recent pivotal presidential election and what the impact of control of Congress and the White House will potentially be for investors and the markets. Scott will bring insights gained directly from conversations with Members of Congress and key Washington insiders to give a non-partisan view of what to expect in 2025 and beyond.

Please plan to join the Microsoft Teams Webinar event to listen in and view the presentation.

As you approach the home stretch on your way to retirement, you want to make sure you don’t stumble and fall. During this complimentary presentation we’ll discuss

• Seven important things you should do before retirement
• How to identify potential hurdles
• Strategies you can use to help successfully cross the finish line

Please plan to join the Microsoft Teams Webinar event to listen in and view the presentation.

This past year has resulted in some of the most significant changes to the college planning process in decades.

• Admission trends have changed around how colleges admit students
• Schools have made ACT/SAT optional, but not necessarily when they award scholarships, and some colleges are going back to requiring standardized tests
• The number of schools on the “more selective” list continues to grow
• Substantial changes to the FAFSA and financial aid may make college more expensive

Join us as national college expert, Cozy Wittman from College Inside Track presents on learning how these changes may impact your family, and new strategies to consider to give your student the best opportunity to be admitted and maximize scholarships and financial aid.

If you are the parent of a high school student in grades 9-11, this is incredibly important info you will not want to miss.

Please plan to join the Microsoft Teams event to listen in and view the presentation.

In this presentation we’ll discuss trends, challenges, and unique statistics related to the LGBTQ+ community. We will also go over aspects of investing as well as actionable items you can take away to improve your financial future.

The presentation will include:

• LGBTQ+ numbers that matter
• Challenges facing the LGBTQ+ community
• Investing beyond the headlines
• Building your foundation for wealth and well-being

Please plan to join the Microsoft Teams event to listen in and view the presentation.

Dial-in by phone: 1-612-351-0276 Conference ID: 403 652 869#

Let’s talk Medicare. Join Jeff Nymark for this educational webinar where he’ll discuss:

• Medicare basics
• Medicare coverage and costs
• Medicare drug coverage: Part D
• The differences between Original Medicare and Medicare Advantage
• Medicare coordination benefit rules

Please plan to join the Microsoft Teams event to listen in and view the presentation.

Dial-in by phone: 1-612-351-0276 Conference ID: 290 045 231#