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
How Early Financial Choices Shape Career Flexibility & Prevent Burnout
Wednesday, May 6, 2026
12:00 pm CT
Milwaukee
Milwaukee Spring Market Outlook
Tuesday, May 12, 2026
7:30 am CT
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