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
Twin Cities
Can the Good Times Last?
A panel discussion on AI, Markets & More
Tuesday, October 20, 2026
5:30-7:30 pm
Maison Margaux
224 N 1st St, Minneapolis, MN 55401
Chicago – North Shore
Fall Market Outlook Panel Discussion:
AI, Markets & More
Wednesday, October 21, 2026
5:30-7:30 pm
Deer Path Inn
255 E. Illinois Rd, Lake Forest, IL 60045
St. Joseph
AI, Markets & More: A Panel & Golf Event
Thursday, October 22, 2026
3:00-6:00 pm
Harbor Shores
201 Graham Ave, Benton Harbor, MI 49022
The Psychology of Financial Peace
Thursday, October 22, 2026
12:00 pm CT
AI, Markets & More: A Fall Market Outlook Panel Discussion
Tuesday, October 27, 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