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Upcoming Events

September 18, 2020

1:00p - 2:00p



Disability Income Protection Planning Made Simple for Dentists

In this session the following topics will be discussed by our disability income specialist: -How much coverage you need to protect your family -What coverages you need to protect your business -Protection that fits your budget -Obtaining coverage without medical exam or financials -The potential shortfalls of the ADA coverage -Multi-life discounts

September 23, 2020

7:00p - 8:00p



Remote Learning Tips for Parents

Covid-19 has created many new changes in our lives. For parents of school aged children, learning remotely is a huge one. Would you like to learn some of the best practices for your child's remote learning? Please join us to learn more.

October 15, 2020

1:00p - 2:00p

Zoom Webinar

Behavioral Finance and the 2020 Presidential Election w/ BlackRock

How will the 2020 Presidential Election affect your portfolios? Also, strategies around controlling irrational actions in a 24/7 news cycle.

October 29, 2020

1:00p - 2:00p

Zoom Webinar - Link Coming Soon!

Women – Leading, Discovering and Inspiring

Women control 51% of U.S. wealth, yet few advisors focus on educating and empowering them. As women surpass men in attaining college degrees, they will start earning even more money than their husbands and will ultimately control even more wealth. 

Event Registration