Broker Check

DOLLARS & SENSE | UPCOMING WEBINARS & REGISTRATION


We understand that you need assurance now more than ever, and because of this we have organized a Webinar Series called “Dollars and Sense” with Maven Lane Financial Group. Amy has gathered a group of professionals to present on timely topics applicable to the current challenges and market volatility we have all been experiencing; she wants to help you navigate through these unfamiliar and unnerving times, and to provide some comfort, information and understanding surrounding the current state of the market.

While there are many things beyond our control right now, we can still control how we approach our finances by staying educated and up-to-date.

If you were unable to attend a previous Webinar in our series, you can view them here. On this page, we have also provided you access to download informational brochures covering the topic discussed. If you have any additional questions, you can either e-mail Amy or you can schedule a call to discuss with Amy further. 


SEPTEMBER 16 - ZOOM TIPS & TRICKS

SEPTEMBER 16 - ZOOM TIPS & TRICKS

    

Personal Wardrobe Stylist Paul Julich with Urbanite Suburbanite will be presenting Zoom Tips & Tricks- presenting yourself in a digital world.


With face-to-face interactions limited in response to Covid-19, virtual socializing and working has become a new normal. For many of us, this experience is foreign; lighting, background, and presentation can be confusing and frustrating. Paul will walk us through general Zoom tips, tricks, and etiquette so that we can look our best!

 

REGISTER HERE
OCTOBER 7 - IRA DO'S AND DON'T'S

OCTOBER 7 - IRA DO'S AND DON'T'S

    

Grant Martin with MFS will be presenting IRA Do's and Don't's- make the most out of your retirement account.


When planning for your retirement, you may wonder if you are making the most out of your IRA. Grant will be discussing the best ways to utilize your account and the top mistakes to avoid. 

     

REGISTER HERE

These presentations are free of charge- simply click the link to register and enter your name, e-mail address, and the state you reside in. You will receive a confirmation e-mail with the event link, registration ID, and password.

Events are meant for educational purposes only and should not be considered investment advice, nor a recommendation to take a particular course of action. Please consult with a financial professional regarding your personal situation prior to making any financial related decisions.  (09/20)