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Summer 2023 Event Series

What matters to you most?

Invest in What Matters

Investing is an essential part of life. We invest our time to pursue our dreams, we invest our hearts with those we love, we invest in education for our personal growth, and so on.


No matter what the investment is, your decisions should reflect your unique goals and values. When it comes to finance, there is no one-size-fits-all playbook for investing. Whether you're growing your family, business, or retirement plan, a bit of forward thinking can go a long way.


Big or small, every financial journey starts with the first step. Start by joining us for our Summer 2023 events to help you invest in what matters most.

Keynote Livestream Event

The Psychology of Money

July 25, 2023

Learn from award-winning author Morgan Housel as he shares stories exploring the strange ways people think about money and teaches us how to make better sense of one of life's most important topics.


Financial Workshops


Choose from these three workshops designed to provide insight into how to protect what matters to you most and retire confidently. 


Don't Worry, Retire Happy
August 1, 2023

Learn the 7 steps to achieve a more secure retirement based on financial expert Tom Hegna's book, "Don't Worry, Retire Happy: 7 Steps to a Secure Retirement".

Savvy Tax Strategies
August 8, 2023

Learn how to avoid common mistakes when it comes to your investment portfolio, health care, and estate strategies.

Your Goals. 

Our Guidance.

Our financial advisors work with you to create a personalized strategy and support you with ongoing planning, so you can move toward achieving your goals, regardless of your starting point.

Financial Procrastination:
Why it Happens and How to Get Moving

August 15, 2023

Discover why we procrastinate, how small steps can bring about big change, and three strategies for getting things done.

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