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Events

Upcoming Events

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

Past Events

October 21, 2021

11:00a - 11:30a

Webinar

Free Webinar -- Income vs. Wealth- What's the Difference?

As a kid, did you daydream of a high-paying salary and driving the newest sportscar because you thought a good income would make you rich? Join Nathan Archuleta, Financial Advisor, from our Colorado Springs office to talk about the difference between income and wealth. He will break down why it matters for your financial future.

September 16, 2021

11:30a - 12:00p

Webinar

Free Webinar -- Estate Planning 101

Join Dan Gilbertson, Vice President and Financial Advisor from our Lakewood, CO office, and Stewart Crawford, Financial Advisor at our Meridian, MS office, to discuss Estate Planning. Are you interested in providing for your family, protecting assets, or taking control of your legacy? If you answered yes, you wouldn't want to miss this webinar.

August 20, 2021

11:00a - 11:30a

Webinar

Free Webinar -- Financing and Debt Payoff Strategies for Dentists

Join Gary James, Vice President and Financial Advisor from our Meridian, MS office, and Britt McCarty, DMD at Meridian Pediatric Dental Group, to discuss financing and debt payoff strategies for dentists. 

July 22, 2021

11:30a - 12:00p

Webinar

Free Webinar -- Cryptocurrency: the Good, the Bad and the Ugly

Join Randy Morris, CEO and Financial Advisor from our Scottsdale, AZ office, and David Amiot, Financial Advisor at our Lakewood office for a discussion on cryptocurrency. So what is all the hype about? And is there a place for crypto in your long-term financial planning strategy?

April 30, 2021

11:00a - 11:30a

Zoom Call

Free Webinar: Will the Stimulus Bill’s Impact on Inflation Devalue my Assets?

Join Randy Morris, CEO and Financial Advisor from our Scottsdale, AZ office and Nathan Archuleta, Financial Advisor at our Colorado Springs, CO office for a discussion on Will the Stimulus Bill's Impact on Inflation Devalue my Assets?

April 9, 2021

11:00a - 11:30a

Zoom Call

Free Webinar: Debt Payoff Strategies that We Use with Our Clients

Join Dan Gilbertson, Financial Advisor from our Lakewood, CO office and Jason Runung, Financial Advisor at our Lone Tree, CO office for a discussion on Debt Payoff Strategies that We Use with Our Clients.

March 19, 2021

11:00a - 11:30a

Zoom Call

Free Webinar: How to Create an Effective Budget You Will Actually Follow

Join Daniel Cook, Chief Financial Officer from our Lone Tree, CO office and Scott Marks, Financial Advisor at our Scottsdale, AZ office for a discussion on How to Create an Effective Budget You Will Actually Follow.

March 12, 2021

11:00a - 11:30a

Zoom Call

Free Webinar: What to do if You Unexpectedly Receive a Large Sum of Money

Join Ross Haycock, Financial Advisor from our Colorado Springs, CO office and Ruth Hernandez, Financial Advisor at our Scottsdale, AZ office for a discussion on What to do if You Unexpectedly Receive a Large Sum of Money.

February 26, 2021

11:00a - 11:30a

Zoom Call

Free Webinar: How to be Sure I Won’t Outlive my Retirement Savings

Join Chris Wells, Financial Advisor from our Madison, MS office and Jamie Cochran, Financial Advisor at our Memphis, TN office for a discussion on How to be Sure I Won’t Outlive my Retirement Savings.

February 12, 2021

11:00a - 11:30a

Zoom Call

Free Webinar: How to Make your Estate Settlement Easy and Inexpensive for your Family.

Join David Lee, Financial Advisor from our Memphis, TN office and Josh Oller, Financial Advisor at our Madison, MS office for a discussion on How to Make your Estate Settlement Easy and Inexpensive for your Family.

February 5, 2021

11:00a - 11:30a

Zoom Call

Free Webinar: What Effect will PPP Conversion Have on Taxes this Year?

Join Gary James, Financial Advisor from our Meridian, MS office and David Amiot, Financial Advisor at our Lakewood, CO office for a discussion on What Effect will PPP Conversion Have on Taxes this Year?

December 11, 2020

11:00a - 11:30a

Zoom Call

Free Webinar: Nearing Retirement? Avoid These Common Mistakes!

Retirement on your mind? Join David Amiot, Financial Advisor at our Lakewood, CO office and Chris Wells, Vice President at our Madison, MS office for a discussion on how to avoid making common mistakes.

November 13, 2020

11:00a - 11:30a

Zoom Call

Free Webinar: How COVID-19 should change your approach to financial management

The pandemic has brought about countless changes. Changes in our culture, changes in the workplace, shopping, exercise, technology, the way we interact with one another -- even many changes in our personal lives as well. But what can we learn from the pandemic in regards to how we handle our finances? Join Jason Runung, Financial Advisor at our Lone Tree, CO office and Randy Morris, CEO from our Scottsdale, AZ office for a discussion about how COVID-19 should change your approach to financial management.

October 30, 2020

11:00a - 11:30a

Zoom Call

Free Webinar: End-of-Year Tax Strategies for Business Owners

As business owners, there are specific steps you could be taking right now to put yourself in the best position next tax season. Join Ruth Hernandez, Financial Advisor at our Scottsdale, AZ office and Daniel Cook, Vice President at our Lone Tree, CO office for a discussion on best practices in preparing for the end of the year.

October 16, 2020

11:00a - 11:30a

Zoom Call

Free Webinar: How will the election results affect my investments?

Election years can be scary for many investors. We often see volatility in the stock market as investors react to the news items of the day, and talks of policy changes and campaign promises can just add to the anxiety. If you are wondering how the election results might impact your portfolio, we invite you to join Scott Marks, Financial Advisor from our Scottsdale, AZ office and Dan Gilbertson, Vice President at our Lakewood, CO office as they discuss what you should or shouldn't be paying attention to this election.

October 2, 2020

11:00a - 11:30a

Zoom Call

September 18, 2020

12:00p - 12:30p

Zoom Call

Free Webinar: Millennials, your generation isn't saving enough. But YOU can! Here's how.

Millennials, this webinar is for you! Join Josh Oller out of our Madison, MS office and Ross Haycock in our Colorado Springs office, as they discuss how much you should be setting aside to reach your savings goals. 

September 11, 2020

11:00a - 11:30a

Zoom Call

Free Webinar: 10 Financial Goals You Should Strive for

Gary James (Vice President - Meridian, MS office) and Nathan Archuleta (Senior Advisor - Colorado Springs, CO office) on the 10 financial planning goals you can strive for which will put you on a path towards financial contentment.

Event Registration