Click here to learn more about our financial professionals by visiting FINRA's BrokerCheck.

 

Upcoming Seminars

Join us for a live seminar. Each year we present a seminar series discussing a variety of topics –from Retirement Readiness to Navigating Your Finances During Divorce to Assisting Your Aging Parents. Check out our upcoming educational seminars and reserve your spot today.

 

2018 Seminar Schedule

January 1, 2018 8:00a - 11:00p Central Standard Time

Check back soon for our 2018 seminar schedule and topics. If you would like to be notified as soon as it is available, please register below.

 

Retirement Readiness

January 11, 2018 6:00p - 8:30p Central Standard Time

Sioux City Country Club

Preparing for retirement is exciting but can also raise concerns as you move towards new and uncharted territory. Join us to learn strategic ways to structure investments, estate planning, and cash flow strategies during retirement. If you are within 10 years of retirement this seminar is for you!

 

Lifelong Learning - Retirement Readiness

April 5, 2018 6:30p - 8:30p Central Standard Time

Western Iowa Tech Community College

Preparing for retirement is exciting but can also raise concerns as you move towards new and uncharted territory. Join us to learn strategic ways to structure investments, estate planning, and cash flow during retirement.

 

Retirement Savings to Retirement Income

May 9, 2018 6:30p - 8:30p Central Standard Time

Western Iowa Tech Community College

Most people know how to save for retirement, but are very confused about how to strategically turn that savings into income they can live on.  Join us to learn strategies about how to decide when and how to take income from your retirement savings, which accounts to spend from first, how to preserve what you have saved yet still attempt to see some growth, and how to avoid Sequence Of Return Risk.

 

Lifelong Learning - Maximizing Your SS

June 4, 2018 6:30p - 8:30p Central Standard Time

Western Iowa Tech Community College

Social Security is a very complex system. Did you know that If you were born before 1954, there are special options that you won’t want to miss out on? Join us to learn strategies on how to claim the maximum amount of income, the ideal time to start taking it, what you are entitled to if you are divorced or widowed, and how to get the most out of your benefits.

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