Upcoming Events

17
Aug
2022

Separating Myths from Truths

Wednesday, August 17, 2022 6:30 pm -8:00 pm
Webinar via Zoom
Separating Myths from Truths

Led by: Keith Stacy

The mythology of traditional investing leaves most investors confused and frustrated with their results. In this session, you will discover the truth about investing and academic theories as an alternative to the accepted mythological order.

01
Sep
2022

Planning with a Purpose

Thursday, September 1, 2022 10:30 am -12:00 pm
Planning with a Purpose

What happens when something happens to you?

I get it, very few people want to think about their death. Sadly, many fail to properly plan for when they leave this world and that can have costly and added emotional consequences. Seating is very limited you must register to attend. Registration button will be removed once the event is full

21
Sep
2022

Three Warning Signs

Wednesday, September 21, 2022 6:30 pm -8:00 pm
Webinar via Zoom
Three Warning Signs

Led by: Keith Stacy

You will be armed against destructive advice and skilled in distinguishing the difference between prudent investing and speculation and gambling.

Do you have questions
about your financial picture?

Let's talk about it.