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
The Gift of Clarity: Navigating the Money Conversations That Protect Your Family’s Future and Preserve What Matters Most
Tuesday, June 16, 2026
12:00 pm CT
Investing 101 for Busy Professionals
Tuesday, July 21, 2026
12:00 pm CT
St. Joseph, MI
Great Lakes Loons Game
Wednesday, July 29, 2026
Dow Diamond
Gates Open at 6:05 p.m., game starts at 7:05 p.m.
Lifestyle Creep vs. Lifestyle Alignment
Wednesday, August 26, 2026
12:00 pm CT
Oakbrook Terrace
Topgolf
Sunday, September 13, 2026
12:30-3:30 pm
3211 Odyssey Ct, Naperville, IL 60563
Designing a “Values-Based” Financial Plan
Tuesday, September 22, 2026
12:00 pm CT
Beyond Wealth Transfer: Building a Family That Thrives for Generations
Tuesday, September 29, 2026
12:00 pm CT
The Psychology of Financial Peace
Wednesday, October 22, 2026
12:00 pm CT
IRA Distributions, QCDs, RMDs, designating trusts as beneficiaries, inherited IRAs
Thursday, November 12, 2026
12:00 pm CT
New Year, New Priorities: The ROI of Delegation and Outsourcing
Tuesday, December 8, 2026
12:00 pm CT