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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!

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January – Optimizing Opportunity: Creative Tax Strategies for the New Year

February – Women and Wealth: Why Women Should Know Their Wealth Plan

March – Leveraging Your Business: Maximizing Your Wealth Strategies

April – Creative Planning Strategies for Your Future

May – Legacy Matters: Creating Wealth for Future Generations (WF)

June – Smarter Business: Engage Your Team to Grow Your Capabilities

July – Mid-Year Update: Possibilities for the Second Half

August – Focusing on What You Can Control

September – Cyber Security with Former FBI Agent Jeff Lanza

October – Next Chapter Lifestyle Advisors Present Living a Dream Filled Life

November – Transition Q&A

December – Transition Q&A #2


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