Webinars

Webinar: What Should Investors Do Now?
Webinar: What Should Investors Do Now?
For investors in general, and high-achieving professionals in particular, the past couple of quarters have delivered extra doses of financial and economic uncertainty. In the...
Webinar: Career Transitions – Beyond the Financials
Webinar: Career Transitions – Beyond the Financials
As a high-achieving professional, who is looking to live life on your terms, it is immensely better to follow a life planning process BEFORE you...
Webinar: How to Make Your Money Work for You
Webinar: How to Make Your Money Work for You
Create smart money habits to set yourself up for success. Kelly Stanley, CFP, MBA and Wealth Advisor for Cogent Strategic Wealth presented this webinar for...
Webinar: Bolster Your Health WELLth for a Better Future
Webinar: Bolster Your Health WELLth for a Better Future
Coming off an unprecedented year of stress, uncertainty and upheaval, are you thinking about how to move back into a life focused on positive health...
Webinar: Prepare to Care for Your Aging Parent Before a Crisis
Webinar: Prepare to Care for Your Aging Parent Before a Crisis
None of us want to think about the hurdles we could potentially face in the future. If you have spent your entire life building your...
Webinar: Preparing for the Later Years With Long-Term Care Insurance
Webinar: Preparing for the Later Years With Long-Term Care Insurance
The Basics of Long-Term Care Insurance If you are in your 40s 50s or 60s, securing your future with Long-Term Care Insurance can be a...
Smart Money Habits for Young Adults
Smart Money Habits for Young Adults
Decisions to make today, so you can be financially secure tomorrow.  We all have goals and dreams for our lives — Traveling, Buying a Home,...
Webcast: Secure Your Finances and Estate Plan in Uncertain Times
Webcast: Secure Your Finances and Estate Plan in Uncertain Times
The current climate is stressful, especially when you’re looking a bear market in the face. Fiduciary wealth advisor and personal CFO Michael Evans breaks down...
Clarity Throughout the Coronavirus Chaos: Live Stream
Clarity Throughout the Coronavirus Chaos: Live Stream
Recent volatility in the financial markets show signs of a pending recession. Many investors are wondering what the future looks like for their hard earned...
Clarity Throughout the Coronavirus Chaos with Larry: Live Stream
Clarity Throughout the Coronavirus Chaos with Larry: Live Stream
We are well aware that heightened uncertainty may cause anxiety about your portfolio and the future. We understand. Our assets are invested alongside of our...
Networking Event for Chicago-Area Attorneys February 25th
Networking Event for Chicago-Area Attorneys February 25th
As an attorney, you spend the majority of your time working hard for your clients, leaving little time to make the connections necessary to grow...
Attorney Networking in Chicago to Build Your Practice November 13th
Attorney Networking in Chicago to Build Your Practice November 13th
It’s time and teamwork that lead to professional triumph. Focus on the things you are really good at and optimize your network for everything else....

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