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Webinars & Events

Medicare Tips from an Expert – September 23, 2021 Thumbnail

Medicare Tips from an Expert – September 23, 2021

Please join us and our special guest, Joanne Giardini-Russell, in a follow-up webinar about Medicare on Thursday, September 23rd at 4 PM CT. Learn the basics of signing up, the difference between Medicare Advantage plans and traditional Medicare, and what you can change during Medicare Open Enrollment in the fall.

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FAQs of Personal Insurance – August 26, 2021 Thumbnail

FAQs of Personal Insurance – August 26, 2021

Please join us and our guest speaker, Leash Yu, on Thursday, August 26th at 4 PM CT for an interactive presentation on the most frequently asked questions of personal insurance. Leash Yu, founder of Agency Yu, a local property and casualty insurance firm, will answer questions like "What is a personal umbrella policy?", "Should my college-aged kids buy renter's insurance?", and more.

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Q2 2021 Investec State of the Markets – Webinar Replay Thumbnail

Q2 2021 Investec State of the Markets – Webinar Replay

*Recording available* Please join us and our guest speaker, Erik Olson of Guggenheim Investments, on Thursday, July 22nd at 4 PM CT. We will review global market performance for the second quarter of 2021, our current portfolio positioning, and our thoughts looking ahead. Our guest will address current thinking on prospects for inflation and implications for the stock market.

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