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.
Upcoming Events
Chicago – North Shore
Beyond the Oval Office
April 14, 2026
Should I Buy or Rent?
Primary Real Estate Decisions for Doctors
April 16, 2026
12:00 pm CT
Physicians’ Guide to Side Gigs, 1099 Income, and Private Practice Finances
April 30, 2026
12:00 pm CT
How Early Financial Choices Shape Career Flexibility & Prevent Burnout
May 6, 2026
12:00 pm CT
Milwaukee
Milwaukee Spring Market Outlook
May 12, 2026
7:30 am CT
Chicago
Chicago Spring Market Outlook
May 19, 2026
Denver
Denver Spring Market Outlook
May 20, 2026
Your First Attending Paycheck: What to Do Before You Get It
May 21, 2026
12:00 pm CT
St. Joseph, MI
St. Joseph Spring Market Outlook
May 27, 2026
Spring Market Outlook
June 2, 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
What Insurance Do Physicians Actually Need?
July 31, 2026
12:00 pm CT
The First 50k You Invest: Where Should It Go?
August 6, 2026
12:00 pm CT
Hidden Taxes in Physician Compensation
August 12, 2026
12:00 pm CT
Lifestyle Creep vs. Lifestyle Alignment
August 26, 2026
12:00 pm CT
Designing a “Values-Based” Financial Plan
September 22, 2026
12:00 pm CT
IRA Distributions, QCDs, RMDs, designating trusts as beneficiaries, inherited IRAs
November 12, 2026
12:00 pm CT