2022 Virtual Courses

Join our Wellness Coaches for fun, live online courses where you’ll sharpen your money skills and learn new tips. We’ll cover Important topics for you, including planning for retirement, managing debt, and even tax planning.

Your Credit Score Might Be Costing You

September 13, 2022 @ 4:30 PM CST

This event is now closed.

Tips to Avoid Financial Shock During the Holiday Season

October 11, 2022 @ 4:30 PM CST

Sign up ⟶

Estate Planning 101: Simple Planning Ideas for Anyone

November 8, 2022 @ 4:30 PM CST

Sign up ⟶

Setting New Year Resolutions For Your Money

December 6, 2022 @ 4:30 PM CST

Sign up ⟶

A $50 Amazon gift card will be awarded to a lucky attendee each session!

Contact Us

Customer Service:
(888) 599-4245

Important Disclosures

This website is not authorized for use as an offer of sale or a solicitation of an offer to purchase investments. This website is for informational purposes only and does not constitute an offer to sell, a solicitation to buy, or a recommendation for any security, or as an offer to provide advisory or other services in any jurisdiction in which such offer, solicitation, purchase or sale would be unlawful under the securities laws of such jurisdiction.

Past performance may not be indicative of any future results. No current or prospective client should assume that the future performance of any investment or investment strategy referenced directly or indirectly in this brochure will perform in the same manner in the future. Different types of investments and investment strategies involve varying degrees of risk—all investing involves risk—and may experience positive or negative growth. Nothing in this website should be construed as guaranteeing any investment performance.

This website may contain forward-looking statements and projections that are based on our current beliefs and assumptions on information currently available that we believe to be reasonable; however, such statements necessarily involve risks, uncertainties, and assumptions, and prospective investors may not put undue reliance on any of these statements.