Events
Register below to save your seat for upcoming webinars and in-person events.
Live Webinars
Register for our free educational webinars designed to help you navigate key financial planning topics. Gain valuable insights and practical advice.
We'll be launching a new webinar soon, please check back.
Live Events
We host several social events throughout the year, including sporting events, happy hours, and more! We hope you will join us and bring your friends, family, or colleagues.
Client Seminar - Costa Mesa
Wednesday, August 19, 2026 | Costa Mesa, CA
11:00 AM – 2:00 PM
Maggiano’s South Coast Plaza
3333 Bristol St, Costa Mesa, CA 92626
Client Seminar - Dallas
Tuesday, September 15, 2026 | Irving, TX
11:00 AM – 2:00 PM
Hackberry Creek Country Club
1901 West Royal Lane, Irving, TX 75063
Client Seminar - Atlanta
Tuesday, September 22, 2026 | Kennesaw, GA
11:00 AM – 2:00 PM
Marietta Country Club
1400 Marietta Country Club Dr NW, Kennesaw, GA 30152
On-Demand Webinars
Access our free educational on-demand webinars at your convenience.
Don’t see a date that works for you? Sign up to receive notifications of future workshops.
Have questions or prefer to register by phone?
Contact us at 800.321.9123