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.

Past Webinars

Upcoming Events

Getting a Handle on Your IRA:
IRA Distributions, QCDs, RMDs, designating trusts as beneficiaries, inherited IRAs

Thursday, November 12, 2026
12:00 pm CT

Register

New Year, New Priorities: The ROI of Delegation and Outsourcing

Tuesday, January 12, 2027
12:00 pm CT

Register

Past Webinars

Financial Planning 101 for Residents & Fellows
View Recording
A Financial Planning Framework for Business Owners
View Recording
Are Your Parents’ Affairs in Order? Ideas for Preventing Disaster
View Recording

Should I Buy or Rent? Primary Real Estate Decisions for Doctors

View Recording
Guide to Side Gigs, 1099 Income, & Private Practice Finances
View Recording
How Early Financial Choices Shape Career Flexibility & Prevent Burnout
View Recording
Your First Attending Paycheck: What to Do Before You Get It
View Recording
2026 Spring Market Outlook
View Recording
Estate & Legacy Planning for Rising Professionals
View Recording
 The Gift of Clarity: Navigating the Money Conversations That Protect Your Family’s Future
View Recording
Investing 101 for Busy Professionals
View Recording
Lifestyle Creep vs. Lifestyle Alignment
View Recording
Designing a “Values-Based” Financial Plan
View Recording
AI, Markets & More: A Fall Market Outlook Panel Discussion
View Recording