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
Chicago Spring Market Outlook
Tuesday, May 19, 2026
11:00 am CT
Denver
Denver Spring Market Outlook
Wednesday, May 20, 2026
11:30 am MT
Your First Attending Paycheck: What to Do Before You Get It
Thursday, May 21, 2026
12:00 pm CT
St. Joseph, MI
St. Joseph Spring Market Outlook
Wednesday, May 27, 2026
11:00 am ET & 5:00 pm ET
Spring Market Outlook
Tuesday, June 2, 2026
1:00 pm CT
Estate & Legacy Planning for Rising Professionals
Wednesday, June 10, 2026
12:00 pm CT
Financial Boundaries in Relationships & Family Giving
Tuesday, June 16, 2026
12:00 pm CT
Western Suburbs
Topgolf Naperville
Sunday, July 12, 2026
12:30 pm CT
Investing 101 for Busy Physicians
Tuesday, July 21, 2026
12:00 pm CT
What Insurance Do Physicians Actually Need?
Friday, July 31, 2026
12:00 pm CT
The First 50k You Invest: Where Should It Go?
Thursday, August 6, 2026
12:00 pm CT
Hidden Taxes in Physician Compensation
Wednesday, August 12, 2026
12:00 pm CT
Lifestyle Creep vs. Lifestyle Alignment
Wednesday, August 26, 2026
12:00 pm CT
Designing a “Values-Based” Financial Plan
Tuesday, September 22, 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