Filter by:

2022 Sweet Financial Lives!

These will be held via Zoom on the 3rd Wednesday of each month at 4:00pm CST so watch your inboxes for the invitations! 2022 Sweet … 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

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


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


Sweet Financial Services Presents……Ages 22-35: What things should you be considering?

Your Virtual Meeting Series: Wednesday, September 30th, 2020 at 4pm cst Making the right financial decisions early on can allow for wonderful possibilities throughout life. … 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


Sweet Financial Services Presents……Leading Through Adversity – A Special Event for Business Owners

Your Virtual Meeting Series: Wednesday, August 5th, 2020 at 4pm cst 2020 has brought forward a series of events that no one could have predicted. … Read more


Sweet Financial Services Presents……Over 55 & Not Yet Started Social Security?

Your Virtual Meeting Series: Wednesday, July 22nd, 2020 at 4pm cst This educational webinar is specifically designed for those ages 55 and over who have not yet started Social … Read more

Top Year-End Investment Tips

IRS released IRS Notice 2020-51 which extended the deadline to August 31, 2020 to return any unwanted 2020 RMDs.

Unprecedented Relief! ALL unwanted RMDs taken in 2020 can now be returned – rolled over – back to an IRA or company plan. By “ALL” … Read more

Celebrate the Fourth with some refreshing treats!

The first Fourth of July celebrations were not somber affairs, despite the uncertainty surrounding the audacious act of signing the Declaration of Independence. Many of … Read more