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.
• Register now!

Thursday, March 27th: Simplifying 529 College Saving Accounts 

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

Thursday, April 10th: Strategies for Better Tax Planning

• Zoom time: Noon
• Featuring Cache and Inland

Thursday, April 24th: First Trust Hedged Equity Strategy Highlights 

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

Thursday, May 22nd: How to Maximize Roth Conversions 

• Zoom time: Noon

What's Your Risk Number? Schedule a Meeting to Discuss Your Risk Score