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Events

Upcoming Events

More events are on the way! Check back soon for more information.

Past Events

January 23, 2024

5:00p - 6:00p

National Financial Network

Explore Social Security

If you're like many people today, you want to know more about how Social Security can provide you with a benefit during your retirement years. Please join us as we discuss: (1) How Social Security Works (2) What You Should Know (3) Different Payment Scenarios (4) Issues Around the Program We are hosting a workshop designed to help you learn more about this topic.

October 16, 2023

10:00a - 10:30a

LinkedIn Live

Back to Basics Practice Management - Succession Planning

I'm honored to be the guest of Sharon Johnson, CEO of Trayne 51, LLC, as we discuss the most important and inevitable decision business owners will make: leaving their business. I'll share a framework and suggestions on how business owners can do it on their terms: when they want, for the money they need, to the people they know and trust.

October 11, 2023

8:00a - 9:00a

Association of Builders and Contractors

Planning for the Day You Leave Your Business: Leadership for What Comes Next 10/11/23

Many owners work “in” versus “on” their business. They seldom take the time to step back and examine their business as an outsider. Have you contemplated what comes next? How should you lead the organization so that the business thrives and your legacy, however defined, continues?

June 1, 2023

8:00a - 9:30a

Associated Builders and Contractors

Planning for the Day You Leave Your Business: Leadership for What Comes Next

Many owners work in versus on their business. They seldom take the time to step back and examine their business as an outsider. Have you contemplated what comes next? How should you lead the organization so that the business thrives and your legacy, however defined, continues?

March 30, 2023

7:00p - 7:45p

Zoom

Clarity for Your Financial World - Evening

We all have a junk drawer in the kitchen, one that we're not sure what is in the drawer and have a difficult time opening and closing. Do you have a financial junk drawer, unsure of what you have and not sure where the contents belong? Join St. Norbert's parishioner, John Strohman, to learn about a unique tool that will help you achieve financial clarity.

March 30, 2023

12:00p - 12:45p

Zoom

Clarity for Your Financial World - Day

We all have a junk drawer in the kitchen, one that we're not sure what is in the drawer and have a difficult time opening and closing. Do you have a financial junk drawer, unsure of what you have and not sure where the contents belong? Join St. Norbert's parishioner, John Strohman, to learn about a unique tool that will help you achieve financial clarity.

March 15, 2023

7:00p - 7:30p

Zoom

Clarity for Your Financial World - Evening

We all have a junk drawer in the kitchen, one that we're not sure what is in the drawer and have a difficult time opening and closing. Do you have a financial junk drawer, unsure of what you have and not sure where the contents belong? Join St. Norbert's parishioner, John Strohman, to learn about a unique tool that will help you achieve financial clarity.

March 15, 2023

12:00p - 12:30p

Zoom

Clarity for Your Financial World - Day

We all have a junk drawer in the kitchen, one that we're not sure what is in the drawer and have a difficult time opening and closing. Do you have a financial junk drawer, unsure of what you have and not sure where the contents belong? Join St. Norbert's parishioner, John Strohman, to learn about a unique tool that will help you achieve financial clarity.

February 2, 2023

7:00p - 7:45p

Zoom

The Biggest Retirement Fear - Evening

Retirement may be in your near future or perhaps further out on the horizon. It can create many emotional responses such as anticipation and excitement. But thinking and planning for retirement may also create fear. Join me for a discussion on the biggest retirement fear and suggestions on how to confront and manage that fear so that your vision of retirement isn't merely a dream.

February 2, 2023

12:00p - 12:45p

Zoom

The Biggest Retirement Fear - Day

Retirement may be in your near future or perhaps further out on the horizon. It can create many emotional responses such as anticipation and excitement. But thinking and planning for retirement may also create fear. Join me for a discussion on the biggest retirement fear and suggestions on how to confront and manage that fear so that your vision of retirement isn't merely a dream.

June 21, 2022

9:00a - 10:00a

First Resource Bank

Nothing is Certain but Death and Taxes

Business owners can add another to life's certainties: you will leave your business one day. All business owners work in their business but are you working on your business? How are you preparing for that inevitable day? Are you aware of the key issues all business owners face? Do you desire to "step back" from the daily grind, or do you envision a complete withdrawal? How can you realize the full value of your life's work? Join us on June 21st, 2022 at 9 AM and leave with a framework to evaluate your strategy and an assessment into what is important for you, your business, and your family.

June 7, 2022

7:00p - 7:45p

Zoom

The Biggest Retirement Fear - Evening

Retirement may be in your near future or perhaps further out on the horizon. It can create many emotional responses such as anticipation and excitement. But thinking and planning for retirement may also create fear. Join me for a discussion on the biggest retirement fear and suggestions on how to confront and manage that fear so that your vision of retirement isn't merely a dream.

June 7, 2022

12:00p - 12:45p

Zoom

The Biggest Retirement Fear - Daytime

Retirement may be in your near future or perhaps further out on the horizon. It can create many emotional responses such as anticipation and excitement. But thinking and planning for retirement may also create fear. Join me for a discussion on the biggest retirement fear and suggestions on how to confront and manage that fear so that your vision of retirement isn't merely a dream.

May 11, 2022

7:00p - 7:45p

Zoom

The Biggest Retirement Fear - Evening

Retirement may be in your near future or perhaps further out on the horizon. It can create many emotional responses such as anticipation and excitement. But thinking and planning for retirement may also create fear. Join me for a discussion on the biggest retirement fear and suggestions on how to confront and manage that fear so that your vision of retirement isn't merely a dream.

May 11, 2022

12:00p - 12:45p

Zoom

The Biggest Retirement Fear - Daytime

Retirement may be in your near future or perhaps further out on the horizon. It can create many emotional responses such as anticipation and excitement. But thinking and planning for retirement may also create fear. Join me for a discussion on the biggest retirement fear and suggestions on how to confront and manage that fear so that your vision of retirement isn't merely a dream.

April 14, 2022

7:00p - 7:45p

Zoom

The Biggest Retirement Fear - Evening

Retirement may be in your near future or perhaps further out on the horizon. It can create many emotional responses such as anticipation and excitement. But thinking and planning for retirement may also create fear. Join me for a discussion on the biggest retirement fear and suggestions on how to confront and manage that fear so that your vision of retirement isn't merely a dream.

April 14, 2022

12:00p - 12:45p

Zoom

The Biggest Retirement Fear - Daytime

Retirement may be in your near future or perhaps further out on the horizon. It can create many emotional responses such as anticipation and excitement. But thinking and planning for retirement may also create fear. Join me for a discussion on the biggest retirement fear and suggestions on how to confront and manage that fear so that your vision of retirement isn't merely a dream.

March 23, 2022

7:00p - 7:45p

Zoom

The Biggest Retirement Fear - Evening

Retirement may be in your near future or perhaps further out on the horizon. It can create many emotional responses such as anticipation and excitement. But thinking and planning for retirement may also create fear. Join me for a discussion on the biggest retirement fear and suggestions on how to confront and manage that fear so that your vision of retirement isn't merely a dream.

March 23, 2022

12:00p - 12:45p

Zoom

The Biggest Retirement Fear - Daytime

Retirement may be in your near future or perhaps further out on the horizon. It can create many emotional responses such as anticipation and excitement. But thinking and planning for retirement may also create fear. Join me for a discussion on the biggest retirement fear and suggestions on how to confront and manage that fear so that your vision of retirement isn't merely a dream.

March 3, 2022

4:00p - 4:30p

Zoom

Value Driver Planning for Business Owners - Afternoon

Need ideas on how to build the value of your business? The marketplace is constantly changing, and we want to help you learn some specific tactics you can use to build more business value. Building and preserving a solid financial foundation in the business is a critical issue for most business owners. You’re invited to attend a complimentary seminar on Value Driver Planning.  Whether you plan to exit your business in the near future or stick around for 20 years, the more informed you are with the process of building value, the better off you will be. If you have been thinking about your business value lately, reserve your seat at this complimentary briefing. You will have the opportunity to receive a customized Value Driver analysis for your specific business and personal needs.

March 3, 2022

7:30a - 8:00a

Zoom

Value Driver Planning for Business Owners - Morning

Need ideas on how to build the value of your business? The marketplace is constantly changing, and we want to help you learn some specific tactics you can use to build more business value. Building and preserving a solid financial foundation in the business is a critical issue for most business owners. You’re invited to attend a complimentary seminar on Value Driver Planning.  Whether you plan to exit your business in the near future or stick around for 20 years, the more informed you are with the process of building value, the better off you will be. If you have been thinking about your business value lately, reserve your seat at this complimentary briefing. You will have the opportunity to receive a customized Value Driver analysis for your specific business and personal needs.  

February 28, 2022

7:00p - 7:45p

Zoom

The Biggest Retirement Fear - Evening

Retirement may be in your near future or perhaps further out on the horizon. It can create many emotional responses such as anticipation and excitement. But thinking and planning for retirement may also create fear. Join me for a discussion on the biggest retirement fear and suggestions on how to confront and manage that fear so that your vision of retirement isn't merely a dream.

February 28, 2022

12:00p - 12:45p

Zoom

The Biggest Retirement Fear - Daytime

Retirement may be in your near future or perhaps further out on the horizon. It can create many emotional responses such as anticipation and excitement. But thinking and planning for retirement may also create fear. Join me for a discussion on the biggest retirement fear and suggestions on how to confront and manage that fear so that your vision of retirement isn't merely a dream.

February 9, 2022

4:00p - 4:45p

Zoom

Value Driver Planning for Business Owners - Afternoon

Need ideas on how to build the value of your business? The marketplace is constantly changing, and we want to help you learn some specific tactics you can use to build more business value. Building and preserving a solid financial foundation in the business is a critical issue for most business owners. You’re invited to attend a complimentary seminar on Value Driver Planning.  Whether you plan to exit your business in the near future or stick around for 20 years, the more informed you are with the process of building value, the better off you will be. If you have been thinking about your business value lately, reserve your seat at this complimentary briefing. You will have the opportunity to receive a customized Value Driver analysis for your specific business and personal needs.

February 9, 2022

7:30a - 7:45a

Zoom

Value Driver Planning for Business Owners - Morning

Need ideas on how to build the value of your business? The marketplace is constantly changing, and we want to help you learn some specific tactics you can use to build more business value. Building and preserving a solid financial foundation in the business is a critical issue for most business owners. You’re invited to attend a complimentary seminar on Value Driver Planning.  Whether you plan to exit your business in the near future or stick around for 20 years, the more informed you are with the process of building value, the better off you will be. If you have been thinking about your business value lately, reserve your seat at this complimentary briefing. You will have the opportunity to receive a customized Value Driver analysis for your specific business and personal needs.  

February 1, 2022

7:00p - 7:45p

Zoom

The Biggest Retirement Fear - Evening

Retirement may be in your near future or perhaps further out on the horizon. It can create many emotional responses such as anticipation and excitement. But thinking and planning for retirement may also create fear. Join me for a discussion on the biggest retirement fear and suggestions on how to confront and manage that fear so that your vision of retirement isn't merely a dream.

February 1, 2022

12:00p - 12:45p

Zoom

The Biggest Retirement Fear - Daytime

Retirement may be in your near future or perhaps further out on the horizon. It can create many emotional responses such as anticipation and excitement. But thinking and planning for retirement may also create fear. Join me for a discussion on the biggest retirement fear and suggestions on how to confront and manage that fear so that your vision of retirement isn't merely a dream.

Event Registration