What you will learn
By registering for a monthly webinar, you will gain access and insight to how we work as a company and how we work with our clients. We will provide up-to-date information on the economy, as well as give updates on specified areas of the financial world and market. Knowing how your future financial advisors, planners, and brokers work, is an important part of reching your new financial goals.
1
Register for a Monthly Webinar
By registering for a webinar you will receive an email with a Zoom link to join us on the specified date and time.
2
Ask Questions
Join us for the webinar with any questions you might have to ask on the topic for that month, and ask away!
3
Schedule a Personal Meeting
Once you’ve done some asking and learning through our resources, please call or email to schedule a personal meeting. We would love to help you reach your financial goals and investing goals ASAP.
Upcoming Monthly Discussion Topics
October: Long-term financial planning vs short-term planning.
November: What kind of investing should you seek?
December: How to build a better financial portfolio.
January: Are your investments and accounts healthy? How to accomplish this.
Join A Monthly Webinar
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