Broker Check

Educational Events

Wealth Management Webinar<br/>

Wealth Management Webinar

August 17th 11:00 AM


We host a monthly recap webinar of the markets and a discussion on any significant, current events that may impact your investments, taxes, estate planning, or risk, as it relates to your overall wealth.


Market 1/2 Time Report&#160; <br/>

Market 1/2 Time Report 

July 20th 4:00 PM
July 21st 10:00 AM
 

We host educational workshops several times a year to give you the opportunity to educate yourself on topics we feel will help you obtain what matters most to you.

By Invitation Only



Wealth Management Webinar<br/>

Wealth Management Webinar

June 15th 11:00 AM


We host a monthly recap webinar of the markets and a discussion on any significant, current events that may impact your investments, taxes, estate planning, or risk, as it relates to your overall wealth.


Wealth Management Webinar<br/>

Wealth Management Webinar

May 18th 11:00 AM


We host a monthly recap webinar of the markets and a discussion on any significant, current events that may impact your investments, taxes, estate planning, or risk, as it relates to your overall wealth.

SEE IT HERE: https://youtu.be/RECG0ncMJjs
Wealth Management Webinar<br/>

Wealth Management Webinar

April 20th 11:00 AM


We host a monthly recap webinar of the markets and a discussion on any significant, current events that may impact your investments, taxes, estate planning, or risk, as it relates to your overall wealth.

SEE IT HERE: https://youtu.be/zBniyYGJHtg


Markets Past &#38; Present Coaching Workshop<br/>

Markets Past & Present Coaching Workshop

March 9th     6:30 PM

March 10th  10:00 AM


We host educational workshops several times a year to give you the opportunity to educate yourself on topics we feel will help you obtain what matters most to you. In this month’s event, we will be discussing what you need to know to prepare for the 2022 tax year and to get some insights on the changes for 2023. Guest Speaker Brenda Hunter, CPA of Hunter CPA Group, PC will be speaking and available to answer your questions.

By Invitation Only.

See It Here:
https://youtu.be/CNE4qpikF7U


Wealth Management Webinar<br/>

Wealth Management Webinar

February 16th 11:00 AM


We host a monthly recap webinar of the markets and a discussion on any significant, current events that may impact your investments, taxes, estate planning, or risk, as it relates to your overall wealth.

SEE IT HERE: https://youtu.be/VQX6yPBUkI4


2022 Year End Tax Planning Workshop<br/>

2022 Year End Tax Planning Workshop

January 26th 6:30 PM

January 27th 10:00 AM


We host educational workshops several times a year to give you the opportunity to educate yourself on topics we feel will help you obtain what matters most to you. In this month’s event, we will be discussing what you need to know to prepare for the 2022 tax year and to get some insights on the changes for 2023. Guest Speaker Brenda Hunter, CPA of Hunter CPA Group, PC will be speaking and available to answer your questions.

By Invitation Only.

SEE IT HERE:https://youtu.be/_gCZJgLe79U