Join us for one of our Virtual Lunch & Learn Events!

Friday, January 31st: Understanding Private Credit and Interval Funds

• Zoom time: Noon
• Hosted by Kirk Wilson
• Register now!

Thursday, February 27th: Understanding Income-Structured Notes

• Zoom time: Noon
• A discussion on using structured notes as a replacement for bonds and equities
• Featuring Pisoot Senethavilay and Shannon Cyr from Anchorato.

Thursday, March 27th: Understanding 529 College Saving Accounts

• Zoom time: Noon
• Presented by eMoney and American Funds

Thursday, April 10th: Understanding Better Tax Strategies

• Zoom time: Noon
• Featuring Cache and Inland

Thursday, April 24th: First Trust Hedged Equity Strategy

• Zoom time: Noon
• Hosted in collaboration with First Trust

Thursday, May 22nd: Understanding Roth Conversions

• Zoom time: Noon

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