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October 2022
WEBINAR | Election Year Investment Myths | 10/12/2022
Do you invest your politics? Not so fast. Join Tom Parks, AIF®, CRPS™ and Deanne Phillips, CFP®, CDFA®, ABFPsm as they uncover investing myths around election time and how to prudently navigate those political “rules of thumb” that can drive investor behavior and derail your investments. Webinar starts: 4:00pm CST/ 5:00pm EST
Find out more »IN-PERSON | Women & Wealth: Election Year Investment Myths | 10/20/22
Do you invest your politics? Not so fast. Join Tom Parks, AIF®, CRPS™ and Deanne Phillips, CFP®, CDFA®, ABFPsm as they uncover investing myths around election time and how to prudently navigate those political “rules of thumb” that can drive investor behavior and derail your investments.
Find out more »November 2022
IN-PERSON | Destination Retirement: Are We There Yet? | 11/9/22
Do you know your route – and your obstacles – to retirement? In this interactive workshop you’ll learn how a comprehensive financial plan pulls your goals together by: using smart tax planning and thoughtful timing of cashflows, better understanding of your balance sheet and resources, taking steps to maximize smart investing. You’ll receive an interactive workbook and important retirement resources to help you plan your retirement plus a complimentary personal portfolio review and framework for a financial plan that will…
Find out more »IN-PERSON | Women & Wealth: What Inflation Means For Your Money | 11/17/22
It's official, inflation is not transitory. Your plan should consider and understand what inflation is and does. Join Deanne Phillips, CFP®, CDFA®, ABFPsm and Tom Parks, AIF®, CRPS™ as they provide historical perspective, examine the current inflation environment in the context of increasing interest rates, consider the impact of the Inflation Reduction Act, and review tactics you should consider as we face inflationary times.
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