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
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
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
Western Suburbs
Topgolf Naperville
Sunday, July 12, 2026
12:30 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
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
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