Broker Check

Events

Upcoming Events

May 19, 2026

6:00p - 7:00p

Gail Borden Public Library | Main Library

Past Events

April 30, 2026

6:00p - 7:00p

ZOOM CALL

February 26, 2026

6:00p - 7:00p

ZOOM CALL

January 22, 2026

6:00p - 7:00p

ZOOM CALL

December 18, 2025

6:00p - 7:00p

ZOOM CALL

October 22, 2025

6:00p - 7:00p

ZOOM CALL

September 18, 2025

6:00p - 7:00p

ZOOM CALL

August 20, 2025

5:00p - 6:00p

ZOOM Link emailed after registration

Life Insurance w/Living Benefits Webinar

Our presentation on life insurance provides a comprehensive overview and planning guide to help individuals navigate this critical aspect of financial security.

May 29, 2025

5:00p - 6:00p

ZOOM link emailed once you register

Tariffs Playbook Webinar - What’s Ahead for Policy, Markets, and Growth

As global trade policies continue to evolve, understanding the impact of tariffs is more critical than ever. The Tariffs Playbook webinar offers a timely and strategic look at how upcoming policy changes could influence economic growth, inflation, and market stability.

April 17, 2025

1:00p - 2:00p

ZOOM link emailed once you register

Tariffs Playbook Webinar - What’s Ahead for Policy, Markets, and Growth

As global trade policies continue to evolve, understanding the impact of tariffs is more critical than ever. The Tariffs Playbook webinar offers a timely and strategic look at how upcoming policy changes could influence economic growth, inflation, and market stability.

March 27, 2025

12:00p - 1:00p

Zoom link emailed after registration

Long-Term Care Protection Strategies Webinar

Join us for an informative webinar on Long-Term Care Protection Strategies. This session will cover the importance of planning for future healthcare needs, exploring different care options, and financial strategies to help ensure you're prepared. Our professionals will discuss insurance, government programs, and other resources to help secure your long-term well-being. Gain valuable insights and have your questions answered in our interactive Q&A session. Don't miss this opportunity to learn how to protect your future effectively.

March 26, 2025

12:00p - 1:00p

Zoom link emailed after registration

Retirement Health Care Planning IRMAA Webinar

Join us for an informative webinar where we will explore key strategies for planning your health care in retirement. This session will cover important topics such as understanding healthcare costs, navigating Medicare, and preparing for long-term care. Our experts will offer practical advice to help you make informed decisions and help ensure a secure, healthy retirement. Whether you're nearing retirement or planning ahead, this webinar is designed to provide you with the knowledge and tools you need for effective healthcare planning.

March 20, 2025

5:00p - 6:00p

ZOOM Link emailed after registration

Tax Free Retirement Strategies Webinar

Our presentation on preparing for a tax-free retirement offers valuable insights and strategies to help individuals achieve financial freedom in their golden years.

February 26, 2025

5:00p - 6:00p

Zoom link emailed after registration

Keys to Investing for Retirement Webinar

Unlock Your Financial Future: Join our webinar, 'Keys to Investing for Retirement,' where seasoned financial professionals reveal the essential strategies and insights to help secure your golden years. Learn how to navigate the complexities of investment vehicles, strategies for optimizing your portfolio to seek long-term growth, and safeguarding your retirement nest egg against market fluctuations. Don't miss this opportunity to gain invaluable knowledge and take confident steps towards a financially secure retirement.

February 20, 2025

12:00p - 1:00p

Zoom link emailed after registration

Financial Risk Management Webinar

Join Weyers McKeever Financial Partners for an insightful Financial Risk Management Webinar, where we will explore strategies to safeguard your assets, mitigate financial risks, and build resilience in an ever-changing economic landscape.

February 19, 2025

12:00p - 1:00p

Zoom link emailed after registration

Wealth Management 101 Webinar

Join Weyers McKeever Financial Partners for Wealth Management 101, a comprehensive webinar designed to help you take control of your financial future with confidence. Whether you're just starting your wealth-building journey or looking to refine your financial strategy, this session will provide valuable insights on how to grow, protect, and manage your assets effectively.

January 29, 2025

5:00p - 6:00p

Zoom Link will be sent after registration

January 23, 2025

4:00p - 7:00p

Elgin Office

November 21, 2024

7:00p - 8:00p

ZOOM Link emailed after registration

Estate Planning Strategies: Safeguarding Your Assets and Heirs

In our presentation on preserving wealth, we explore essential strategies to help safeguard and potentially grow one's financial assets for long-term security.

November 21, 2024

12:00p - 1:00p

ZOOM Link emailed after registration

Estate Planning Strategies: Safeguarding Your Assets and Heirs

In our presentation on preserving wealth, we explore essential strategies to help safeguard and potentially grow one's financial assets for long-term security.

November 20, 2024

7:00p - 8:00p

ZOOM Link emailed after registration

Creating a Tax-Free Retirement Plan: Key Approaches for Financial Freedom

Our presentation on preparing for a tax-free retirement offers valuable insights and strategies to help individuals achieve financial freedom in their golden years.

November 20, 2024

12:00p - 1:00p

ZOOM Link emailed after registration

Creating a Tax-Free Retirement Plan: Key Approaches for Financial Freedom

Our presentation on preparing for a tax-free retirement offers valuable insights and strategies to help individuals achieve financial freedom in their golden years.

November 19, 2024

7:00p - 8:00p

Zoom link emailed after registration

Unlocking Wealth: How Cash Flow Management Fuels Financial Success

Understanding money matters and managing your cash flow is an integral part of any sound financial management strategy. Effectively managing your cash flow can free up capital to save and invest—assets you can put to work—helping you pursue your financial goals.

November 19, 2024

12:00p - 1:00p

Zoom link emailed after registration

Unlocking Wealth: How Cash Flow Management Fuels Financial Success

Understanding money matters and managing your cash flow is an integral part of any sound financial management strategy. Effectively managing your cash flow can free up capital to save and invest—assets you can put to work—helping you pursue your financial goals.

November 18, 2024

7:00p - 8:00p

Zoom link emailed after registration

From Risk to Rewards: Mastering the 5 Core Principles of Investing

In this session, we'll explore key strategies to help you make informed and effective investment decisions. Whether you're a seasoned investor or just starting out, these principles will serve as valuable guidelines to navigate the complex world of investing. From diversification and risk management to understanding market trends and long-term planning, we'll cover essential concepts to help you build and preserve wealth. So let's dive in and discover how these smart investment principles can help you achieve your financial goals.

November 18, 2024

12:00p - 1:00p

Zoom link emailed after registration

From Risk to Rewards: Mastering the 5 Core Principles of Investing

In this session, we'll explore key strategies to help you make informed and effective investment decisions. Whether you're a seasoned investor or just starting out, these principles will serve as valuable guidelines to navigate the complex world of investing. From diversification and risk management to understanding market trends and long-term planning, we'll cover essential concepts to help you build and preserve wealth. So let's dive in and discover how these smart investment principles can help you achieve your financial goals.

October 24, 2024

7:00p - 8:00p

ZOOM Link emailed after registration

Life Insurance w/Living Benefits

Our presentation on life insurance provides a comprehensive overview and planning guide to help individuals navigate this critical aspect of financial security.

October 24, 2024

12:00p - 1:00p

ZOOM Link emailed after registration

Life Insurance w/Living Benefits

Our presentation on life insurance provides a comprehensive overview and planning guide to help individuals navigate this critical aspect of financial security.

October 23, 2024

7:00p - 8:00p

Zoom link emailed after registration

Retirement Health Care Planning Webinar

Join us for an informative webinar where we will explore key strategies for planning your health care in retirement. This session will cover important topics such as understanding healthcare costs, navigating Medicare, and preparing for long-term care. Our experts will offer practical advice to help you make informed decisions and help ensure a secure, healthy retirement. Whether you're nearing retirement or planning ahead, this webinar is designed to provide you with the knowledge and tools you need for effective healthcare planning.

October 23, 2024

12:00p - 1:00p

Zoom link emailed after registration

Retirement Health Care Planning Webinar

Join us for an informative webinar where we will explore key strategies for planning your health care in retirement. This session will cover important topics such as understanding healthcare costs, navigating Medicare, and preparing for long-term care. Our experts will offer practical advice to help you make informed decisions and help ensure a secure, healthy retirement. Whether you're nearing retirement or planning ahead, this webinar is designed to provide you with the knowledge and tools you need for effective healthcare planning.

October 22, 2024

7:00p - 8:00p

Zoom link emailed after registration

Keys to Investing for Retirement Webinar

Unlock Your Financial Future: Join our webinar, 'Keys to Investing for Retirement,' where seasoned financial professionals reveal the essential strategies and insights to help secure your golden years. Learn how to navigate the complexities of investment vehicles, strategies for optimizing your portfolio to seek long-term growth, and safeguarding your retirement nest egg against market fluctuations. Don't miss this opportunity to gain invaluable knowledge and take confident steps towards a financially secure retirement.

October 22, 2024

12:00p - 1:00p

Zoom link emailed after registration

Keys to Investing for Retirement Webinar

Unlock Your Financial Future: Join our webinar, 'Keys to Investing for Retirement,' where seasoned financial professionals reveal the essential strategies and insights to help secure your golden years. Learn how to navigate the complexities of investment vehicles, strategies for optimizing your portfolio to seek long-term growth, and safeguarding your retirement nest egg against market fluctuations. Don't miss this opportunity to gain invaluable knowledge and take confident steps towards a financially secure retirement.

October 21, 2024

7:00p - 8:00p

Zoom link emailed after registration

Wealth Management 101

Many factors need to be considered when building your financial strategy. This presentation is designed to give you a good idea of some of the factors to consider in your wealth management process in today's uncertain markets.

October 21, 2024

12:00p - 1:00p

Zoom link emailed after registration

Wealth Management 101

Many factors need to be considered when building your financial strategy. This presentation is designed to give you a good idea of some of the factors to consider in your wealth management process in today’s uncertain markets.

September 26, 2024

4:00p - 5:00p

Zoom link emailed after registration

Protecting Those Who Matter Most Seminar

Protecting your loved ones is a priority—learn how life insurance can help provide peace of mind and financial security in "Protecting Those Who Matter Most" by Scott McKeever. This insightful presentation will explore how life insurance can help safeguard your family's future, whether through income replacement, estate planning, or protecting long-term goals like education and retirement. Discover the right type of coverage for your needs and help ensure that those who matter most are protected, no matter what life brings. Don't miss this opportunity to help secure your family's financial well-being!

September 26, 2024

7:30a - 8:30a

Zoom link emailed after registration

Protecting Those Who Matter Most Seminar

Protecting your loved ones is a priority—learn how life insurance can help provide peace of mind and financial security in "Protecting Those Who Matter Most" by Scott McKeever. This insightful presentation will explore how life insurance can help safeguard your family's future, whether through income replacement, estate planning, or protecting long-term goals like education and retirement. Discover the right type of coverage for your needs and help ensure that those who matter most are protected, no matter what life brings. Don't miss this opportunity to help secure your family's financial well-being!

September 25, 2024

4:00p - 5:00p

Zoom link emailed after registration

Challenges for $100k Earners Seminar

Are you earning $100,000 or more and wondering how to secure the retirement lifestyle you’ve worked so hard to achieve? Join Scott McKeever for an eye-opening presentation on the unique challenges high earners face in retirement planning. Learn how to help protect your wealth from market volatility, taxes, and unexpected health costs while seeking to ensure you have enough capital to retire comfortably. Don’t miss this opportunity to gain valuable insights and strategies to help safeguard your financial future and enjoy the retirement you deserve!

September 25, 2024

7:30a - 8:30a

Zoom link emailed after registration

Challenges for $100k Earners Seminar

Are you earning $100,000 or more and wondering how to secure the retirement lifestyle you’ve worked so hard to achieve? Join Scott McKeever for an eye-opening presentation on the unique challenges high earners face in retirement planning. Learn how to help protect your wealth from market volatility, taxes, and unexpected health costs while seeking to ensure you have enough capital to retire comfortably. Don’t miss this opportunity to gain valuable insights and strategies to help safeguard your financial future and enjoy the retirement you deserve!

September 24, 2024

7:30a - 8:30a

Zoom link emailed after registration

Financial Risk Management Seminar

Discover steps to help safeguard your retirement with proven strategies in "Financial Risk Management" by Scott McKeever. This insightful presentation will equip you with the tools to help manage market volatility, inflation, and unexpected financial challenges. Learn how to help build a resilient financial plan using a combination of annuities, investment portfolios, and life insurance, helping to ensure your financial security for the long term. Don’t miss this opportunity to gain confidence in your retirement planning and protect what matters most!

September 23, 2024

4:00p - 5:00p

Zoom link emailed after registration

Are you “Leaning In” to your Finances? Seminar

Are you ready to take control of your financial future? Join us for "Lean into Your Finances," an empowering presentation by Scott McKeever of Weyers McKeever Financial Partners, designed to help you gain confidence in managing your money. Whether you're looking to close the financial health gap, prepare for a longer life expectancy, or navigate the complexities of wealth transfer, this presentation will provide you with actionable strategies tailored to your needs. You'll learn how to align your financial goals with your lifestyle, build a strong support network, and protect what matters most. Don't miss this opportunity to transform your financial outlook and take the next step toward financial independence.

September 23, 2024

7:30a - 8:30a

Zoom link emailed after registration

Are you “Leaning In” to your Finances? Seminar

Are you ready to take control of your financial future? Join us for "Lean into Your Finances," an empowering presentation by Scott McKeever of Weyers McKeever Financial Partners, designed to help you gain confidence in managing your money. Whether you're looking to close the financial health gap, prepare for a longer life expectancy, or navigate the complexities of wealth transfer, this presentation will provide you with actionable strategies tailored to your needs. You'll learn how to align your financial goals with your lifestyle, build a strong support network, and protect what matters most. Don't miss this opportunity to transform your financial outlook and take the next step toward financial independence.

August 29, 2024

4:00p - 5:00p

Zoom link emailed after registration

CPA Course: Estate Planning Strategies w/ Life Insurance

Estate planning with life insurance can help ensure beneficiaries receive death benefits to cover taxes and provide financial security.

August 29, 2024

7:30a - 8:30a

Zoom link emailed after registration

CPA Course: Estate Planning Strategies w/ Life Insurance

Estate planning with life insurance can help ensure beneficiaries receive death benefits to cover taxes and provide financial security.

August 28, 2024

4:00p - 5:00p

Zoom link emailed after registration

CPA Course: The Estate Tax

Planning the estate tax involves potentially minimizing tax liability on inherited assets through trusts, gifts, and exemptions.

August 28, 2024

7:30a - 8:30a

Zoom link emailed after registration

CPA Course: The Estate Tax

Planning the estate tax involves potentially minimizing tax liability on inherited assets through trusts, gifts, and exemptions.

August 27, 2024

4:00p - 5:00p

Zoom link emailed after registration

CPA Course: Basic Estate Planning Strategies

Basic estate planning involves creating wills, trusts, and power of attorney to manage and distribute assets upon death.

August 27, 2024

7:30a - 8:30a

Zoom link emailed after registration

CPA Course: Basic Estate Planning Strategies

Basic estate planning involves creating wills, trusts, and power of attorney to manage and distribute assets upon death.

August 26, 2024

4:00p - 5:00p

Zoom link emailed after registration

CPA Course: Split-Dollar Arrangements

Split-dollar arrangements involve sharing life insurance policy costs and benefits between two parties, often an employer and employee.

August 26, 2024

7:30a - 8:30a

Zoom link emailed after registration

CPA Course: Split-Dollar Arrangements

Split-dollar arrangements involve sharing life insurance policy costs and benefits between two parties, often an employer and employee.

August 22, 2024

4:00p - 5:00p

ZOOM Link emailed after registration

An Inside Look at Retirement Living

Our presentation on preparing for retirement living delves into crucial aspects individuals need to consider to help ensure a smooth transition into this phase of life.

August 22, 2024

7:30a - 8:30a

ZOOM Link emailed after registration

An Inside Look at Retirement Living

Our presentation on preparing for retirement living delves into crucial aspects individuals need to consider to help ensure a smooth transition into this phase of life.

August 21, 2024

10:12p - 11:12p

Zoom link emailed after registration

CPA Course: The Estate Tax

Planning the estate tax involves potentially minimizing tax liability on inherited assets through trusts, gifts, and exemptions.

August 21, 2024

4:00p - 5:00p

ZOOM Link emailed after registration

Tax Free Retirement

Our presentation on preparing for a tax-free retirement offers valuable insights and strategies to help individuals achieve financial freedom in their golden years.

August 20, 2024

4:00p - 5:00p

ZOOM Link emailed after registration

Principles of Preserving Wealth

In our presentation on preserving wealth, we explore essential strategies to help safeguard and potentially grow one's financial assets for long-term security.

August 20, 2024

7:30a - 8:30a

ZOOM Link emailed after registration

Principles of Preserving Wealth

In our presentation on preserving wealth, we explore essential strategies to help safeguard and potentially grow one's financial assets for long-term security.

August 19, 2024

4:00p - 5:00p

ZOOM Link emailed after registration

Life Insurance w/Living Benefits

Our presentation on life insurance provides a comprehensive overview and planning guide to help individuals navigate this critical aspect of financial security.

August 19, 2024

7:30a - 8:30a

ZOOM Link emailed after registration

Life Insurance w/Living Benefits

Our presentation on life insurance provides a comprehensive overview and planning guide to help individuals navigate this critical aspect of financial security.

July 25, 2024

4:00p - 5:00p

ZOOM link emailed after registration

CPA Course - Considering Buy-Sell

Buy-sell agreements define terms for transferring business ownership in events like death, disability, retirement, or other events.

July 25, 2024

7:30a - 8:30a

ZOOM link emailed after registration

CPA Course - Considering Buy-Sell

Buy-sell agreements define terms for transferring business ownership in events like death, disability, retirement, or other events.

July 24, 2024

4:00p - 5:00p

ZOOM link emailed after registration

CPA Course - Qualified Plans & Section 199A

Qualified plans offer tax-advantaged retirement savings. Section 199A provides tax deductions.

July 24, 2024

7:30a - 8:30a

ZOOM link emailed after registration

CPA Course - Qualified Plans & Section 199A

Qualified plans offer tax-advantaged retirement savings. Section 199A provides tax deductions.

July 23, 2024

4:00p - 5:00p

ZOOM link emailed after registration

CPA Course - Qualified Plans & Life Insurance

Qualified plans are tax-advantaged retirement savings. Life insurance provides death benefits.

July 23, 2024

7:30a - 8:30a

ZOOM link emailed after registration

CPA Course - Qualified Plans & Life Insurance

Qualified plans are tax-advantaged retirement savings. Life insurance provides death benefits.

July 22, 2024

4:00p - 5:00p

ZOOM link emailed after registration

CPA Course - Qualified Distribution Planning

Qualified distribution planning helps to ensure efficient delivery through demand forecasting and inventory optimization.

July 22, 2024

7:30a - 8:30a

ZOOM link emailed after registration

CPA Course - Qualified Distribution Planning

Qualified distribution planning helps to ensure efficient delivery through demand forecasting and inventory optimization.

July 18, 2024

4:00p - 5:00p

Zoom link emailed after registration

Financial Risk Management

The Financial Risk Management presentation can provide you with the skills to identify and manage various financial risks. Covering topics like market and credit risk, the course combines theory and practical applications. You will explore risk management tools and regulatory frameworks, preparing you for your future.

July 18, 2024

7:30a - 8:30a

Zoom link emailed after registration

Financial Risk Management

The Financial Risk Management presentation can provide you with the skills to identify and manage various financial risks. Covering topics like market and credit risk, the course combines theory and practical applications. You will explore risk management tools and regulatory frameworks, preparing you for your future.

July 17, 2024

4:00p - 5:00p

Zoom link emailed after registration

5 Smart Investment Principles

In this session, we'll explore key strategies to help you make informed and effective investment decisions. Whether you're a seasoned investor or just starting out, these principles will serve as valuable guidelines to navigate the complex world of investing. From diversification and risk management to understanding market trends and long-term planning, we'll cover essential concepts to help you build and preserve wealth. So let's dive in and discover how these smart investment principles can help you achieve your financial goals.

July 17, 2024

7:30a - 8:30a

Zoom link emailed after registration

5 Smart Investment Principles

In this session, we'll explore key strategies to help you make informed and effective investment decisions. Whether you're a seasoned investor or just starting out, these principles will serve as valuable guidelines to navigate the complex world of investing. From diversification and risk management to understanding market trends and long-term planning, we'll cover essential concepts to help you build and preserve wealth. So let's dive in and discover how these smart investment principles can help you achieve your financial goals.

July 16, 2024

4:00p - 5:00p

Zoom link emailed after registration

Money Matters - Your Cash Flow Statement

Understanding money matters and managing your cash flow is an integral part of any sound financial management strategy. Effectively managing your cash flow can free up capital to save and invest—assets you can put to work—helping you pursue your financial goals.

July 16, 2024

7:30a - 8:30a

Zoom link emailed after registration

Money Matters - Your Cash Flow Statement

Understanding money matters and managing your cash flow is an integral part of any sound financial management strategy. Effectively managing your cash flow can free up capital to save and invest—assets you can put to work—helping you pursue your financial goals.

July 15, 2024

4:00p - 5:00p

Zoom link emailed after registration

Wealth Management 101

Many factors need to be considered when building your financial strategy. This presentation is designed to give you a good idea of some of the factors to consider in your wealth management process in today’s uncertain markets.

July 15, 2024

7:30a - 8:30a

Zoom link emailed after registration

Wealth Management 101

Many factors need to be considered when building your financial strategy. This presentation is designed to give you a good idea of some of the factors to consider in your wealth management process in today’s uncertain markets.

June 20, 2024

4:00p - 5:00p

ZOOM Link email once you register

CPE Credit - Executive Benefits

Executive benefits provide additional compensation packages to attract, retain, and reward top company executives.

June 20, 2024

7:30a - 8:30a

ZOOM Link email once you register

CPE Credit - Executive Benefits

Executive benefits provide additional compensation packages to attract, retain, and reward top company executives.

June 19, 2024

4:00p - 5:00p

ZOOM Link email once you register

CPE Credit - Defined Benefits Plan

Defined benefit plans can provide specific retirement benefits based on salary and years of service.

June 19, 2024

7:30a - 8:30a

ZOOM Link email once you register

CPE Credit - Defined Benefits Plan

Defined benefit plans can provide specific retirement benefits based on salary and years of service.

June 18, 2024

4:00p - 5:00p

ZOOM Link email once you register

CPE Credit - SEPs & Simple-IRA Plans

SEPs and SIMPLE IRAs are retirement plans for small businesses, that can offer tax-advantaged savings.

June 18, 2024

7:30a - 8:30a

ZOOM Link email once you register

CPE Credit - SEPs & Simple-IRA Plans

SEPs and SIMPLE IRAs are retirement plans for small businesses, that can offer tax-advantaged savings.

June 17, 2024

4:00p - 5:00p

ZOOM Link email once you register

CPE Credit - Defined Contribution Plans

Defined contribution plans can offer retirement savings with fixed employer contributions and varying investment returns.

June 17, 2024

7:30a - 8:30a

ZOOM Link email once you register

CPE Credit - Defined Contribution Plans

Defined contribution plans can offer retirement savings with fixed employer contributions and varying investment returns.

June 6, 2024

4:00p - 5:00p

Zoom link emailed after registration

Long-Term Care Protection Strategies Webinar

Join us for an informative webinar on Long-Term Care Protection Strategies. This session will cover the importance of planning for future healthcare needs, exploring different care options, and financial strategies to help ensure you're prepared. Our professionals will discuss insurance, government programs, and other resources to help secure your long-term well-being. Gain valuable insights and have your questions answered in our interactive Q&A session. Don't miss this opportunity to learn how to protect your future effectively.

June 6, 2024

7:30a - 8:30a

Zoom link emailed after registration

Long-Term Care Protection Strategies Webinar

Join us for an informative webinar on Long-Term Care Protection Strategies. This session will cover the importance of planning for future healthcare needs, exploring different care options, and financial strategies to help ensure you're prepared. Our professionals will discuss insurance, government programs, and other resources to help secure your long-term well-being. Gain valuable insights and have your questions answered in our interactive Q&A session. Don't miss this opportunity to learn how to protect your future effectively.

June 5, 2024

4:00p - 5:00p

Zoom link emailed after registration

Retirement Health Care Planning Webinar

Join us for an informative webinar where we will explore key strategies for planning your health care in retirement. This session will cover important topics such as understanding healthcare costs, navigating Medicare, and preparing for long-term care. Our experts will offer practical advice to help you make informed decisions and help ensure a secure, healthy retirement. Whether you're nearing retirement or planning ahead, this webinar is designed to provide you with the knowledge and tools you need for effective healthcare planning.

June 5, 2024

7:30a - 8:30a

Zoom link emailed after registration

Retirement Health Care Planning Webinar

Join us for an informative webinar where we will explore key strategies for planning your health care in retirement. This session will cover important topics such as understanding healthcare costs, navigating Medicare, and preparing for long-term care. Our experts will offer practical advice to help you make informed decisions and help ensure a secure, healthy retirement. Whether you're nearing retirement or planning ahead, this webinar is designed to provide you with the knowledge and tools you need for effective healthcare planning.

June 4, 2024

4:00p - 5:00p

Zoom link emailed after registration

Keys to Investing for Retirement Webinar

Unlock Your Financial Future: Join our webinar, 'Keys to Investing for Retirement,' where seasoned financial professionals reveal the essential strategies and insights to help secure your golden years. Learn how to navigate the complexities of investment vehicles, strategies for optimizing your portfolio to seek long-term growth, and safeguarding your retirement nest egg against market fluctuations. Don't miss this opportunity to gain invaluable knowledge and take confident steps towards a financially secure retirement.

June 4, 2024

7:30a - 8:30a

Zoom link emailed after registration

Keys to Investing for Retirement Webinar

Unlock Your Financial Future: Join our webinar, 'Keys to Investing for Retirement,' where seasoned financial professionals reveal the essential strategies and insights to help secure your golden years. Learn how to navigate the complexities of investment vehicles, strategies for optimizing your portfolio to seek long-term growth, and safeguarding your retirement nest egg against market fluctuations. Don't miss this opportunity to gain invaluable knowledge and take confident steps towards a financially secure retirement.

June 3, 2024

4:00p - 5:00p

Zoom link emailed after registration

Financial Risk Management Webinar

The Financial Risk Management presentation can provide you with the skills to identify and manage various financial risks. Covering topics like market and credit risk, the course combines theory and practical applications. You will explore risk management tools and regulatory frameworks, preparing you for your future. 

June 3, 2024

7:30a - 8:30a

Zoom link emailed after registration

Financial Risk Management Webinar

The Financial Risk Management presentation can provide you with the skills to identify and manage various financial risks. Covering topics like market and credit risk, the course combines theory and practical applications. You will explore risk management tools and regulatory frameworks, preparing you for your future. 

April 18, 2024

4:00p - 5:00p

ZOOM Link emailed after registration

Life Insurance w/Living Benefits

Our presentation on life insurance provides a comprehensive overview and planning guide to help individuals navigate this critical aspect of financial security.

April 18, 2024

7:30a - 8:30a

ZOOM Link emailed after registration

Life Insurance w/Living Benefits

Our presentation on life insurance provides a comprehensive overview and planning guide to help individuals navigate this critical aspect of financial security.

April 17, 2024

4:00p - 5:00p

ZOOM Link emailed after registration

Principles of Preserving Wealth

In our presentation on preserving wealth, we explore essential strategies to help safeguard and grow one's financial assets for long-term security.

April 17, 2024

7:30a - 8:30a

ZOOM Link emailed after registration

Principles of Preserving Wealth

In our presentation on preserving wealth, we explore essential strategies to help safeguard and grow one's financial assets for long-term security.

April 16, 2024

4:00p - 5:00p

ZOOM Link emailed after registration

Tax Free Retirement

Our presentation on preparing for a tax-free retirement offers valuable insights and strategies to help individuals achieve financial freedom in their golden years.

April 16, 2024

7:30a - 8:30p

ZOOM Link emailed after registration

Tax Free Retirement

Our presentation on preparing for a tax-free retirement offers valuable insights and strategies to help individuals achieve financial freedom in their golden years.

April 15, 2024

4:00p - 5:00p

ZOOM Link emailed after registration

An Inside Look at Retirement Living

Our presentation on preparing for retirement living delves into crucial aspects individuals need to consider to help ensure a smooth transition into this phase of life.

April 15, 2024

7:30a - 8:30a

ZOOM Link emailed after registration

An Inside Look at Retirement Living

Our presentation on preparing for retirement living delves into crucial aspects individuals need to consider to help ensure a smooth transition into this phase of life.

March 21, 2024

4:00p - 5:00p

Virtual Seminar - Zoom Link

March 21, 2024

7:30a - 8:30a

Virtual Seminar - Zoom Link

March 20, 2024

4:00p - 5:00p

Virtual Seminar - Zoom Link

March 20, 2024

7:30a - 8:30a

Virtual Seminar - Zoom Link

March 19, 2024

4:00p - 5:00p

Virtual Seminar - Zoom Link

March 19, 2024

7:30a - 8:30a

Virtual Seminar - Zoom Link

March 18, 2024

4:00p - 5:00p

Virtual Seminar - Zoom Link

March 18, 2024

7:30a - 8:30a

Virtual Seminar - Zoom Link

January 31, 2024

4:00p - 5:00p

ZOOM online webinar

IL Mandate Retirement Act Webinar

As a small business owner, learn about what the mandate is, how it will impact your business, and what steps you can take to be prepared.

January 31, 2024

7:30a - 8:30a

ZOOM online webinar

IL Mandate Retirement Act Webinar

As a small business owner, learn about what the mandate is, how it will impact your business, and what steps you can take to be prepared.

January 24, 2024

4:00p - 5:00p

ZOOM online webinar

IL Mandate Retirement Act Webinar

As a small business owner, learn about what the mandate is, how it will impact your business, and what steps you can take to be prepared.

January 24, 2024

7:30a - 8:30a

ZOOM online webinar

IL Mandate Retirement Act Webinar

As a small business owner, learn about what the mandate is, how it will impact your business, and what steps you can take to be prepared.

January 18, 2024

4:00p - 5:00p

Virtual seminar via ZOOM

Roth IRA Basics: Contributions, Distributions, Conversions

Learn about Roth IRAs and address questions you may have regarding your financial interests.

January 18, 2024

7:30a - 8:30a

Virtual seminar via ZOOM

Roth IRA Basics: Contributions, Distributions, Conversions

Learn about Roth IRAs and address questions you may have regarding your financial interests.

January 17, 2024

4:00p - 5:00p

Virtual seminar via ZOOM

Social Security: When Should you Start Receiving Retirement Benefits?

Learn about social security and address questions you may have regarding your financial interests.

January 17, 2024

7:30a - 8:30a

Virtual seminar via ZOOM

Social Security: When Should you Start Receiving Retirement Benefits?

Learn about social security and address questions you may have regarding your financial interests.

January 16, 2024

4:00p - 5:00p

Virtual seminar via ZOOM

Tax Free Retirement: There’s More to Life

Learn about tax-free retirement and address questions you may have regarding your financial interests.

January 16, 2024

7:30a - 8:30a

Virtual seminar via ZOOM

Tax Free Retirement: There’s More to Life

Learn about tax-free retirement and address questions you may have regarding your financial interests.

January 15, 2024

4:00p - 5:00p

Virtual seminar via ZOOM

Financial Planning Basics: What do you want your story to be?

Learn about financial planning and address questions you may have regarding your financial interests.

January 15, 2024

7:30a - 8:30a

Virtual seminar via ZOOM

Financial Planning Basics: What do you want your story to be?

Learn about financial planning and address questions you may have regarding your financial interests.

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