Upcoming Events

03
May
2023

Mind Over Money

Wednesday, May 3, 2023 6:30 pm -8:00 pm
Webinar via Zoom
Mind Over Money

Led by: Keith Stacy

Discover the forces that work against you as an investor on Wall Street and Main Street, and what you can do to arm yourself against them.

17
May
2023

Traditional Index vs. A Structured Market Approach

Wednesday, May 17, 2023 6:30 pm -8:00 pm
Webinar via Zoom
Traditional Index vs. A Structured Market Approach

Led by: Keith Stacy

Investors often confuse traditional indexed strategies with structured investing. In this session, you will uncover the difference a structured approach can make in your long-term investing strategy.

07
Jun
2023

Dismantling Myths of Investing

Wednesday, June 7, 2023 6:30 pm -8:00 pm
Webinar via Zoom
Dismantling Myths of Investing

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.

Do you have questions
about your financial picture?

Let's talk about it.