Event has Passed: Women Forward of Sweet Financial Services Presents…Margaritas & Markets!

Monday, July 12th, 2021  12:00pm or 5:30pm Mid-year is a good time to take account of what we have seen, what we know and what … Read more


Event has Passed: Women: Designing the Post-Career Life

  with special guest speaker Autumn Nessler, M.S., Principal, An Intentional Life, LLC Join us on Tuesday, May 11th 5:30pm CST (6:30 EST) via Zoom … Read more


MORE THAN a Mom: 5 Ways to Better Manage Your Juggle Struggle

Our very own Brittany Anderson, President & Partner here at Sweet Financial, will be hosting this LIVE webinar. She will provide insight on how you … Read more

2021 Schedule

These will be held via Zoom on the 3rd Wednesday of each month at 4:00pm CST so watch your inboxes for the invitations! (Click here … Read more

Exciting Award Announcement! Forbes Best-in-State Wealth Advisor!

All of us at Sweet Financial Services and Raymond James are proud to announce that our very own Bryan Sweet has been ranked on the … Read more

Year End Planning Roth Conversions

2020 Tax Season: Important Information and Dates

 As we prepare for tax season, we want to keep you apprised of when you can expect to receive your tax documentation from Raymond James.  … Read more


This Event Has Passed: Andre Norman, the Ambassador of Hope

Have you found 2020 to be a challenging year? Could you use a dose of inspiration to end the year strong? Join us from the … Read more

What you need to know… Protect your home, business, farms and family

In this interactive town hall session you will hear from John Anthony, CEO & Connie Anthony, CMO of Peterson-Anthony insurance on some of the coverage … Read more

The 6 Stages of Retirement

When it comes to retirement, mental and emotional preparation are just as important as financial preparation. In the process of planning for retirement, we tend … Read more

Your Post-CARES Act Guide

Explore the act’s impact on year-end planning. Signed into law on March 27, 2020, the Coronavirus Aid, Relief and Economic Security (CARES) Act offered an … Read more


Women Forward of Sweet Financial Services Presents…Happy, Healthy & Wealthy –Creating Daily Joy, Abundant Time and Building Wealth

Thursday, August 27, 2020 at 5:30pm  This event is specially designed for the woman who is looking to create her own happiness, focus on what … Read more

Top Year-End Investment Tips

Sweet Financial Services Presents……$6MM + Estate Planning

Your Virtual Meeting Series: Wednesday, August 19th, 2020 at 4pm cst Estate planning is very important for both you and those you care about most. … Read more