Past Virtual Events for Clients & Guests

12/4/2024 - Student of The Markets

10/30/2024 - Observations and Expectations w/Joe Terranova

9/10/2024 - The Election, Politics, and the Economy w/Bob Stein

8/28/2024 - An All-Weather Approach to Investing

8/14/2024 - The ABC's of RMD's

7/24/2024 - Once in Golconda Book Club

7/10/2024 - Estate Planning

6/26/2024 - Perspectives on Artificial Intelligence 

6/4/2024 - Outlook 2024 at The Chicago Highlands Club

5/22/2024 - Life After Retirement

5/16/2024 - Women & Investing at Pvolve 

4/24/2024 - Same as Ever Book Club Review
Same as Ever Summary.pdf

3/6/2024 - The Mother of All Fiscal Cliffs 

2/22/2024 - Women & Investing at Blonde Boutique

2/21/2024 - Behavioral Guidance During Market Volatility 

2/14/2024 - This Is a Football

1/24/2024 - Cybersecurity

12/6/2023 - Thirty Years Three Bear Markets

11/8/2023 - Economic Update

10/25/2023 - Help Us Help You

10/11/2023 - The Cycle of The Gift

9/13/2023 - The Next Thirty Years at The Chicago Highlands Club

7/19/2023 - Fraud Prevention 

4/5/2023 – Tax Planning Resources

3/23/2023 – Banking Headlines of 2023 – Potential Recession and Fallout Discussion

2/22/2023 – Secure Act 2.0 – What You Need to Know

1/18/2023 – Guide to the Markets

12/14/2022 – Student of the Market

11/16/2022 – Behavioral Finance

10/19/2022 – Social Security Benefits

9/14/2022 – Education Planning & 529 Plans

8/17/2022 – Economic and Market Outlook

7/13/2022 – Guide to the Markets

6/15/2022 – Planning for Healthcare in Retirement

5/25/2022 – Personal Security Insights

5/19/2022 – Reasons to be Bullish

4/6/2022 – Exploring Cryptocurrencies

3/23/2022 – IRA Planning Opportunities

3/14/2022 - S&P 500 in Correction

2/12/2022 - 5 Ways Technology Will Change How You Age

1/26/2022 - Student of the Market

1/12/2022 - Mindset of a Champion

12/8/2021 - Year-End Planning Opportunities

11/17/2021 - Brainworks - Simple Solutions for Staying Sharp

11/3/2021 - Biden Tax Proposal Overview

10/20/2021 - Managing Stress for Success

9/29/2021 - Energize for Purpose

7/21/2021 - The Owner-Operator Advantage

6/23/2021 - Planning for Health Care Costs in Retirement

6/9/2021 - Mid-Year Fixed Income Update

5/12/2021 - A Tale of Five Decades

4/27/2021 - The Road to Ultimate Resiliency

4/14/2021 - Alternative Currency in the News and on our Minds

4/7/2021 - Leadership – John Fussell Retired Navy Seal

3/31/2021 - Lowering Your Tax Bracket in Retirement

3/3/2021 - Long-Term Perspective on Markets & Economy

2/17/2021 - Advances in Health Care Conference Call

2/3/2021 - Technology Mega Trends

1/20/2021 - Retirement Is Sooner Than You Think Conference Call

1/6/2021 - Behavioral Investing Conference Call

12/2/2020 - Insurance Conference Call

11/18/2020 - Generational Wealth Conference Call

11/10/2020 - Evening on Wall Street

10/28/2020 - Election Conference Call

10/26/2020 - Washington Update Election Conference Call

10/21/2020 - Finding Yield in a Low Interest Rate Environment Conference Call

10/7/2020 - Market Update Conference Call

9/23/2020 - Student of the Market Conference Call

8/26/2020 - Online Access Conference Call

8/12/2020 - Life Insurance Solutions Conference Call Invite

7/22/2020 - Keeping Your Brain Sharp Conference Call

7/15/2020 - Healthcare Sector Conference Call

6/24/2020 - Market Update Conference Call

6/17/2020 - Guide to Retirement Conference Call

6/10/2020 - Retire on Purpose Conference Call

6/3/2020 - Market Moving Events Conference Call

5/27/2020 - U.S. Market Strategy Conference Call

5/20/2020 - Cyber Security & Fraud Prevention Conference Call

5/13/2020 - Women & Wealth Conference Call

5/6/2020 - Economic Perspective Conference Call

4/29/2020 - Municipal Bonds Conference Call

4/22/2020 - Market Opportunities Conference Call

4/15/2020 - CARES Act Conference Call

4/4/2020 - Jeremy Siegel Conference Call