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We will continue to schedule educational programs for our clients' benefit, please check this page for updates. If none of the currently scheduled events are applicable to you, please reach out to one of our advisors. We appreciate your feedback and strive to schedule educational programs that are informative and timely.

If you want more information or would like to  RSVP for any of the events, please click on the title of the event in red.


CPA CE Program

November 8, 2018

8:30a - 12:00p Central Standard Time

Maggiano’s Little Italy at the RIM

3 Top Professional Speakers will Discuss: Nick J. Valenti, CLU, ChFC, CFP® - President and CEO “Successfully Navigating Retirement” Sharon Franklin, APA - Loren D. Stark Company “Cash Balance Plans: All You Need to Know” Gary W. Nustad, CLF®, CFBS - Executive Director Strategic Development “BusinessKillers: The Six Mistakes that can Kill a Business”

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