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


Chicago – Western Suburbs

Investment Spotlight & Planning Guidance for 2026

March 12, 2026
5:00 pm CT
Hinsdale Golf Club

Are Your Parents’ Affairs in Order? Ideas for Preventing Disasters

March 17, 2026
12:00 pm CT

Chicago – North Shore

Beyond the Oval Office

April 14, 2026

How Physicians Should Manage 1099 Income

April 30, 2026
12:00 pm CT

How Early Financial Choices Shape Career Flexibility & Prevent Burnout

May 6, 2026
12:00 pm CT

Milwaukee

Milwaukee Spring Market Outlook

May 12, 2026

Chicago

Chicago Spring Market Outlook

May 19, 2026

Your First Attending Paycheck: What to Do Before You Get It

May 21, 2026
12:00 pm CT

St. Joseph, MI

St. Joseph Spring Market Outlook

May 27, 2026

Estate & Legacy Planning for Rising Professionals

June 10, 2026
12:00 pm CT

Investing 101 for Busy Physicians

July 21, 2026
12:00 pm CT


Past Webinars

Financial Planning 101 for Residents & Fellows
A Financial Planning Framework for Business Owners