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

Investing 101 for Busy Professionals

Tuesday, July 21, 2026
12:00 pm CT

Register

St. Joseph, MI

Great Lakes Loons Game

Wednesday, July 29, 2026

Dow Diamond
Gates Open at 6:05 p.m., game starts at 7:05 p.m.

Register

Lifestyle Creep vs. Lifestyle Alignment

Wednesday, August 26, 2026
12:00 pm CT

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Oakbrook Terrace

Topgolf

Sunday, September 13, 2026
12:30-3:30 pm

3211 Odyssey Ct, Naperville, IL 60563

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Designing a “Values-Based” Financial Plan

Tuesday, September 22, 2026
12:00 pm CT

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Beyond Wealth Transfer: Building a Family That Thrives for Generations

Tuesday, September 29, 2026
12:00 pm CT

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The Psychology of Financial Peace

Wednesday, October 22, 2026
12:00 pm CT

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IRA Distributions, QCDs, RMDs, designating trusts as beneficiaries, inherited IRAs

Thursday, November 12, 2026
12:00 pm CT

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

Tuesday, December 8, 2026
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