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 - 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.

 

Lifelong Learning - Maximizing Your SS

November 1, 2017 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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