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Events

New Class Opportunities!

Check back often, we will offer virtual small group client classes and hybrid - both in-person and virtual open-enrollment classes (available to all). Both client and open-enrollment classes will provide specific education, action steps, and collaboration with other professionals to provide you with the highest quality education. Check out our next open-enrollment class opportunity. One of our top goals is to have you feeling confident and prepared with your money. Join us...let's smash those financial goals.

Upcoming Events

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

Past Events

September 16, 2022

8:30a - 9:00a

Zoom

How to Invest in Particular Industries - Client Class

Save the date for a new virtual client class on investing in particular industries. We'll go over why this is important, what the risks and benefits are, how we manage sector rotation, and how we incorporate this into portfolios!

July 26, 2022

7:45a - 8:15a

Online

All the Things You Need to Know about Recession - WWG Client Class

Join us on July 26th at 7:45 am for a 30-minute zoom where we tackle topics regarding a recession. 

June 30, 2022

7:45a - 8:15a

Zoom

Potential Ways to Combat Inflation - Client Class

Sign up and join me for a 30-minute virtual class on potential ways to combat inflation on June 30, 2022, at 7:45 AM CST. I will share strategies on how to pay down debt, investments that can help with inflation, and more. Join us virtually!⁠

June 8, 2022

12:00p - 1:00p

Zoom Link

Money Archetype - open enrollment

The Money Archetype class explains how we handle money emotionally. As logical as we try to be, all our decisions come down to how we feel about it.

April 14, 2022

12:00p - 1:00p

Virtual Event - Zoom

Marriage, Money & Communication - open enrollment

Money is frequently a source of marital conflicts…but is money the core problem…or is it something else? Perhaps, money is the fuel that propels conflict, but the underlying problem is our inability to communicate about money in a healthy, productive way.

January 20, 2022

12:00p - 1:00p

Online

Money Archetype - open enrollment

The Money Archetype class explains how we handle money emotionally. As logical as we try to be, all our decisions come down to how we “feel” about it.

Event Registration