Concerned about protecting your on-line financial information? Please join us on Wednesday, May 27th from 1-2 pm CDT for an interactive discussion about digital security, moderated by our own Director of Operations, Karen Asbra.
Join us for an on-line TED style talk on Thursday, May 14th, from 4:00 pm to 5:00 pm CDT as Caroline Gaynor relates her experience guiding blind triathletes. She will discuss how clients and advisors can work together to navigate complex life changes and stay focused on financial goals - similar to an athlete zeroing in on the finish line.
We all have a special keepsake box that holds precious items we want to pass on. Week 3 of Cleaning Your Financial Closet looks at how organizing your estate planning and insurance can help you to do so.
Are you in the glory years of your 40s? The financial decisions you make now, matter. What should you be doing?
Are you in college or starting your career? Or do you know someone who is? Join our Adulting 101 webinar on Wednesday, May 6th, 8 pm, to learn Start Smart Money Habits.
Dr. Evil from the movie "Austin Powers: International Man of Mystery" made some basic financial planning mistakes. We show a better way!