Events
Whether it’s keeping up with trends or discussing some other topic, our firm is dedicated to providing sound information to our clients. Along the way, we like to have some fun, too. If any of the events below look interesting, please give us a call. We’ll be happy to add you to our guest list.
Upcoming Events
More events are on the way! Check back soon for more information.
Past Events
Uncommon Insights for Creating Financial Priorities - November 2nd, 2021
November 2, 2021 6:00p - 7:00p Pacific Standard Time
Zoom Webinar
With more than 60,000 clients we'll bring you the best of what we've learned in the 5 financial priorities everyone should audition. We'll share the ways we've found helpful to sequence these priorities and why, as well as actionable next steps for finally taking control of your financial future.
Financial Fitness for Resident Physicians (October 28th)
October 28, 2021 6:00p - 7:00p Pacific Standard Time
Zoom Webinar (Link to be sent after registration)
In this webinar we will discuss some of the most common questions we get from resident physicians when it comes to their finances and how to get financially fit.
Financial Fitness for Resident Physicians (September 23rd)
September 23, 2021 6:00p - 7:00p Pacific Standard Time
Zoom Webinar (Link to be sent after registration)
In this webinar we will discuss some of the most common questions we get from resident physicians when it comes to their finances and how to get financially fit.
Financial Fitness for Resident Physicians (August 26th)
August 26, 2021 6:00p - 7:00p Pacific Standard Time
Zoom Webinar (Link to be sent after registration)
In this webinar we will discuss some of the most common questions we get from resident physicians when it comes to their finances and how to get financially fit.
Market Volatility and Why Not to Panic - April 22nd Evening Webinar
April 22, 2021 6:00p - 7:00p Pacific Standard Time
Zoom Webinar
In times like these people are seeing major fluctuations in their investment portfolios and fear is running rampant. Panic trading in portfolios can be a hazard of situations like the one we are facing and negatively impact your portfolio. In this brief webinar we will discuss what market volatility is and why you should not panic.
Market Volatility and Why Not to Panic - April 22nd Lunch and Learn
April 22, 2021 12:00p - 1:00p Pacific Standard Time
Zoom Webinar
In times like these people are seeing major fluctuations in their investment portfolios and fear is running rampant. Panic trading in portfolios can be a hazard of situations like the one we are facing and negatively impact your portfolio. In this brief webinar we will discuss what market volatility is and why you should not panic.
Uncommon Insights for Creating Financial Priorities - April 15th Evening Webinar
April 15, 2021 6:00p - 7:00p Pacific Standard Time
Zoom Webinar
In this educational webinar we will discuss some our uncommon insights when it comes to creating financial priorities.
Uncommon Insights for Creating Financial Priorities - April 15th Lunch and Learn
April 15, 2021 12:00p - 1:00p Pacific Standard Time
Zoom Webinar
In this educational webinar we will discuss some our uncommon insights when it comes to creating financial priorities.
Home Sweet Own - April 8th Lunch and Learn
April 8, 2021 12:00p - 1:00p Pacific Standard Time
Zoom Webinar
WHAT YOU NEED TO KNOW TO MAKE THE RIGHT CHOICE FOR YOU So, you're thinking about buying a home? OK, and have you asked yourself, 'Is home ownership your dream?'; Yes, there are great benefits to home ownership.
Investing in a Bright Future - March 25th Evening Webinar
March 25, 2021 6:00p - 7:00p Pacific Standard Time
Zoom Webinar
A college education is something most parents want their children to obtain, but for many without a scholarship or huge student loans they won't be able to afford it. In this mini-webinar we will focus on what you as a parent can do today to help your child afford college in the future.
Investing in a Bright Future - March 25th Lunch and Learn
March 25, 2021 12:00p - 1:00p Pacific Standard Time
Zoom Webinar
A college education is something most parents want their children to obtain, but for many without a scholarship or huge student loans they won't be able to afford it. In this mini-webinar we will focus on what you as a parent can do today to help your child afford college in the future.
Home Sweet Own - March 18th Evening Webinar
March 18, 2021 6:00p - 7:00p Pacific Standard Time
Zoom Webinar
WHAT YOU NEED TO KNOW TO MAKE THE RIGHT CHOICE FOR YOU So, you're thinking about buying a home? OK, and have you asked yourself, 'Is home ownership your dream?'; Yes, there are great benefits to home ownership.
Home Sweet Own - March 18th Lunch and Learn
March 18, 2021 12:00p - 1:00p Pacific Standard Time
Zoom Webinar
WHAT YOU NEED TO KNOW TO MAKE THE RIGHT CHOICE FOR YOU So, you're thinking about buying a home? OK, and have you asked yourself, 'Is home ownership your dream?'; Yes, there are great benefits to home ownership.
Uncommon Insights for Creating Financial Priorities
February 18, 2021 6:00p - 7:00p Pacific Standard Time
Zoom Webinar
In this educational webinar we will discuss some our uncommon insights when it comes to creating financial priorities.
Uncommon Insights for Creating Financial Priorities Feb. 16th 2021
February 16, 2021 6:00p - 7:00p Pacific Standard Time
Zoom Webinar
In this educational webinar we will discuss some our uncommon insights when it comes to creating financial priorities.