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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 – Estate Planning Strategies

November – Your Dream Focused Life: Wealth is More Than Money

December – Strategic Planning: Align Your Finances, Focus and Fun in Your Business

In Fall of 2021, we plan to bring an inspirational speaker to our community once again to fulfill our commitment to impacting our community every single year. Stay tuned as we navigate the “new normal” and put the plans in place!

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