Whether it’s keeping up with trends or discussing some other topic, our firm is dedicated to providing sound information to our clients. Along the way, we like to have some fun, too. If any of the events below look interesting, please give us a call or send us an email at: [email protected] and we’ll be happy to add you to our guest list.
September 18, 2019 12:00p - 1:00p Central Standard Time
A college education is one of the biggest investments in your child’s future and it’s never too early or too late to begin the discussion. How can you and your child prepare for such a major financial and life decision? Join Brooke as she shares best practices on saving, planning and shopping for your child’s higher education. This interactive workshop will be delivered based on the life stage of the child, so parents of children of various ages will benefit (0 through 18 years). Most importantly, each life stage section of the workshop will include tools and tips on how to communicate with your child about money and share life-long financial literacy lessons. This is a Webinar! After you click on the registration button, you will receive an email before the event date with information needed to access the Webex webinar. Please contact us at: [email protected] with any questions and we would be pleased to assist you!
November 6, 2019 12:00p - 1:00p Central Standard Time
Are you one of the nearly 1 in 5 families who are impacted by having a family member or loved one with Special Needs? If so, do you understand how to “plan” for their future, one that may look different than that of a typical child? Join Kathleen Oberneder, Chartered Special Needs Consultant who has both the professional expertise and personal experience to make this Special Planning one that will last for two generations. The discussion will include information regarding Kathleen’s Special Needs Timeline, the 529A ABLE Accounts, the use of Life Insurance in Planning, and the importance of working with professionals who have experience with this type of planning. This is a Webinar! After you click on the registration button, you will receive an email before the event date with information needed to access the Webex webinar. Please contact us at:[email protected] with any questions and we would be pleased to assist you!