Broker Check

Events

Upcoming Events

More events are on the way! Check back soon for more information.

Past Events

November 1, 2022

6:00p - 7:00p

ZOOM

Single Session - Election Cycle and The Market with Market Review

Do you know how elections have impacted the market in the past? Join us for this single session on Nov. 1st. One week prior to midterm election day.

October 25, 2022

6:30p - 7:30p

ZOOM

Savvy Social Security Planning - 6:30p Session

The rules around how and when to draw social security benefits is a more important planning component than ever. This is a permanent and critical decision. Make sure you are educated and prepared!

October 25, 2022

12:30p - 1:30p

Zoom

Savvy Social Security Planning - 12:30p Session

The rules around how and when to draw social security benefits is a more important planning component than ever. This is a permanent and critical decision. Make sure you are educated and prepared!

September 20, 2022

6:30p - 7:30p

ZOOM

Understanding Life Insurance - 6:30p EST

In honor of life insurance awareness month - Join me to enhance your understanding of the various types and how to determine if you have the correct amount for you and your family.

September 20, 2022

12:30p - 1:30p

ZOOM

Understanding Life Insurance - 12:30p EST

In honor of life insurance awareness month - Join me to enhance your understanding of the various types and how to determine if you have the correct amount for you and your family.

August 30, 2022

6:30p - 7:30p

ZOOM

Economic Outlook and Navigating Market Volatility - 6:30

Join me for a review of the historical guide to investing during turbulent times and the economic outlook of our current market. Are you having current market concerns? Are you sitting on all or majority cash on the sidelines ? This ONE is for you!

August 30, 2022

12:30p - 1:30p

Zoom Meeting

Economic Outlook and Navigating Market Volatility - 12:30

Join me for a review of the historical guide to investing during turbulent times and the economic outlook of our current market. Are you having current market concerns? Are you sitting on all or majority cash on the sidelines ? This ONE is for you!

July 20, 2022

3:30p - 4:30p

Zoom Meeting

Single Session - Kentucky Teacher Retirement Planning Zoom Webinar 3:30p

We are repeating for a one time session due to Brittany's summer presentation commitments to JCPS New Hire and Asst. Principal Conferences. Join us to learn about the ins and out of the KTRS Pension. What decisions and planning are critical to make ahead of retirement and more!

June 28, 2022

6:30p - 8:00p

Zoom

Kentucky Teacher Retirement Webinar -6:30p EST

Join us to learn about the ins and out of the KTRS Pension. What decisions and planning are critical to make ahead of retirement and more!

June 28, 2022

12:30p - 2:00p

Zoom Meeting

Kentucky Teacher Retirement Webinar - 12:30p EST

Join us to learn about the ins and out of the KTRS Pension. What decisions and planning are critical to make ahead of retirement and more!

May 24, 2022

6:30p - 7:30p

Zoom Webinar

Social Security -6:30p Session

Join us for 7 Keys to enhancing your social security benefits

May 24, 2022

12:30p - 1:30p

Zoom Webinar

Social Security -12:30p Session

Join us for 7 Keys to Enhancing your social security benefits.

April 26, 2022

6:30p - 7:30p

Zoom Webinar

Investing and Inflation in Today's Economy 6:30p

Join us for a better understanding of one of the biggest concerns investors are facing today - INFLATION.

April 26, 2022

12:30p - 1:30p

Zoom Webinar

Investing and Inflation in Today's Economy 12:30

Join us for a better understanding of one of the biggest concerns investors are facing today - INFLATION.

March 29, 2022

6:30p - 7:30p

Zoom- Webinar

Savvy IRA Planning - 6:30p EST

Join us to learn about the types of IRA's, rules accompanying each and the Top 6 strategies I find most helpful. Plus last minute tips and tricks before the tax deadline.

March 29, 2022

12:30p - 1:30p

Zoom Webinar

Savvy IRA Planning - 12:30p EST

Join us to learn about the types of IRA's, rules accompanying each and the Top 6 strategies I find most helpful. Plus last minute tips and tricks before the tax deadline.

February 22, 2022

6:30p - 7:30p

Zoom- Webinar

Savvy Tax Planning 6:30p

Tax Season is upon us. Join us for Savvy Tax Planning tips and tricks ahead of this year's tax deadline

February 22, 2022

12:30p - 1:30p

Zoom Webinar

Savvy Tax Planning 12:30p

Tax Season is upon us. Join us for Savvy Tax Planning tips and tricks ahead of this year's tax deadline

January 25, 2022

6:30p - 7:30p

Zoom Webinar

Back to Basics - Financial Wellness 101 Webinar 6:30p

Back by popular demand - Join us for tips, tricks and sharing of resources for creating a financially stable life.

January 25, 2022

12:30p - 1:30p

Zoom Webinar

Back to Basics - Financial Wellness 101 Webinar 12:30p

Back by popular demand - Join us for tips, tricks and sharing of resources for creating a financially stable life.

November 30, 2021

6:30p - 8:00p

Zoom Webinar

Medicare Planning Webinar - 6:30p

It seems that health insurance costs keep rising. Join us for an educational webinar surrounding Medicare planning and retirement. Tips and important must know information when filing, choosing a plan that is right for you, and more.

November 30, 2021

12:30p - 2:00p

Zoom Webinar

Medicare Planning Webinar- 12:30p

It seems that health insurance costs keep rising. Join us for an educational webinar surrounding Medicare planning and retirement. Tips and important must know information when filing, choosing a plan that is right for you, and more.

October 26, 2021

6:30p - 7:30p

Zoom Webinar

Savvy IRA Planning - 6:30p EST

Join us to learn about the types of IRA's, rules accompanying each and the Top 6 strategies I find most helpful.

October 26, 2021

12:30p - 1:30p

Zoom Webinar

Savvy IRA Planning - 12:30p EST

Join us to learn about the types of IRA's, rules accompanying each and the Top 6 strategies I find most helpful.  

September 28, 2021

6:30p - 7:30p

Zoom Webinar

Savvy Social Security Planning - 6:30p Session EST

The rules around how and when to draw social security benefits is a more important planning component than ever. This is a permanent and critical decision. Make sure you are educated and prepared!

September 28, 2021

12:30p - 1:30p

Zoom webinar

Savvy Social Security Planning - 12:30p Session EST

The rules around how and when to draw social security benefits is a more important planning component than ever. This is a permanent and critical decision. Make sure you are educated and prepared!

August 31, 2021

6:30p - 7:30p

Zoom

Back to School & Back to Basics with Financial Wellness 101 - 6:30p Session

Back by Popular Demand -Join us for tips, tricks and sharing of resources for creating a financially stable life

August 31, 2021

12:30p - 1:30p

Zoom

Back to School & Back to Basics with Financial Wellness 101 - 12:30p Session

Back by popular demand - Join us for tips, tricks and sharing of resources for creating a financially stable life.

July 27, 2021

6:30p - 7:30p

ZOOM

Savvy College Planning 6:30p

We will focus on 4 main key ways to cut costs; Potential pitfalls, late stage planning options and more.

July 27, 2021

12:30p - 1:30p

ZOOM

Savvy College Planning 12:30p

We will focus on 4 main key ways to cut costs; Potential pitfalls, late stage planning options and more.

June 29, 2021

6:30p - 7:30p

ZOOM

Kentucky Teacher Retirement Webinar - 6:30p EST

Join us to learn about the ins and out of the KTRS Pension. What decisions and planning are critical to make ahead of retirement and more! Registration is limited and will close 1 hour prior to event. Register early and attend- One lucky attendee will receive a teacher appreciation gift!

June 29, 2021

12:30p - 1:30p

ZOOM

Kentucky Teacher Retirement Webinar - 12:30p EST

Join us to learn about the ins and out of the KTRS Pension. What decisions and planning are critical to make ahead of retirement and more! Registration is limited and will close 1 hour prior to event. Register early and Attend- One lucky attendee will receive a teacher appreciation gift!

May 25, 2021

6:30p - 7:30p

ZOOM

Accessing AdviceWorks: How to Guide for your Client Portal - 6:30p EST

Join us to learn how to best utilize your client portal through Cetera, AdviceWorks. The portal gives us much more collaborative planning capabilities than we have ever had in the past. Don't miss out!!

May 25, 2021

12:30p - 1:30p

ZOOM

Accessing AdviceWorks: How to Guide for your Client Portal - 12:30p EST

Join us to learn how to best utilize your client portal through Cetera, AdviceWorks. The portal gives us much more collaborative planning capabilities than we have ever had in the past. Don't miss out!!

April 29, 2021

6:30p - 7:30p

Zoom

Economic and Market Outlook 6:30p EST

Join us for a look back at 2020 and looking ahead for 2021. Economic and Market Outlook with guest speaker Sean Ryan from Russell Investments.

April 29, 2021

12:30p - 1:30p

ZOOM

Economic and Market Outlook 12:30p EST

Join us for a look back at 2020 and looking ahead for 2021. Economic and Market Outlook with guest speaker Sean Ryan from Russell Investments

March 23, 2021 - April 12, 2021

6:30p - 7:30p

ZOOM

Savvy Tax Planning - 6:30pm EST

Tax Season is upon us. Join us for our Savvy Tax Planning webinar on March 23rd at 12:30pm or 6:30pm EST. Registration will close 1 hour prior to the event so be sure to register ahead of time to reserve your spot

March 23, 2021

12:30p - 1:30p

ZOOM

Savvy Tax Planning - 12:30pm EST

Tax Season is upon us. Join us for Savvy Tax Planning tips at one of our two available webinar times, March 23rd at 1230pm or 630pm EST. Registration will close 1 hour prior to event so be sure to register ahead of time to reserve your spot at either session.

February 23, 2021

6:30p - 7:30p

ZOOM

Financial Wellness Webinar -6:30pm EST

Join us for our first educational webinar of 2021. Let's begin with the basics - Financial Wellness 101! February 23rd at 12:30p or 6:30p EST.

February 23, 2021

12:30p - 1:30p

ZOOM

Financial Wellness Webinar -12:30pm EST

Join us for our first educational webinar of 2021. Let's begin with the basics - Financial Wellness 101! February 23rd at 12:30pm or 6:30pm EST

Event Registration