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!
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