Live Events and Webinars

Gather, Learn, and Grow

Attend a live event or join a webinar to gain actionable insights from our financial professionals, stay ahead of emerging trends, and connect with other investors.

Past Webinars

Upcoming Events


Managing Your Most Valuable Asset as a Business Owner

February 26, 2026
12:00 pm CT

Chicago – Western Suburbs

Investment Spotlight & Planning Guidance for 2026

March 12, 2026
5:00 pm CT
Hinsdale Golf Club

Are Your Parents’ Affairs in Order? Ideas for Preventing Disasters

March 17, 2026
12:00 pm CT

Chicago – North Shore

Beyond the Oval Office

April 14, 2026

How Physicians Should Manage 1099 Income

April 30, 2026
12:00 pm CT

How Early Financial Choices Shape Career Flexibility & Prevent Burnout

May 6, 2026
12:00 pm CT

Your First Attending Paycheck: What to Do Before You Get It

May 19, 2026
12:00 pm CT

Estate & Legacy Planning for Rising Professionals

June 10, 2026
12:00 pm CT

Investing 101 for Busy Physicians

July 21, 2026
12:00 pm CT


Past Webinars

Financial Planning 101 for Residents & Fellows