Ongoing coaching and education is a critical part of continuing on the journey. Our monthly Education Events are designed to support you in understanding your financial strategies and answering the 20 Must-Answer Questions. Participating in the Education Events is essential to long-term discipline and success. The Financial Education Series provides the structure and community support that will help you stay focused and maintain your strategy for the long run. You can either attend the events live or log on remotely via Webex. To do so, click the ‘Register for an Event’ button below and specify if you would like to attend the ‘Live’ version or ‘Webex’ version in the drop-down menu.

Check the background of our investment professionals on FINRA’s BrokerCheck.