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.

 

Lifelong Learning - Retirement Readiness

September 20, 2017 6:30p - 8:30p Central Standard Time

Western Iowa Tech Community College - Wells Fargo Room

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 Readiness

September 28, 2017 6:00p - 8:00p Central Standard Time

TBD - Call for details

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 - Portfolio Pitfalls

October 10, 2017 6:30p - 8:30p Central Standard Time

Western Iowa Tech Community College

Managing your portfolio has a lot of moving pieces. Join us to learn 6 key strategies of strong portfolio management to help avoid common pitfalls that investors frequently make.

Event Registration






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