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Events



Estate Planning Session // Tuesday, May 19th

Join us for a live, virtual, informational planning session on Tuesday, May 19th at 11:00 AM CT where our special guest speaker Bradley Frank, a lawyer practicing estate law, will explain what documents you'll need to get started on estate planning and why those documents are important.

*Bradley J. Frank and and Barnes & Thornburg LLP are not affiliated with Voya Financial Advisors.

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All Upcoming Events

May 19th // Estate Planning Session
Join us for a live, virtual, informational planning session on Tuesday, May 19th at 11:00 AM CT where our special guest speaker will explain what documents you'll need to get started with estate planning and why those documents are important.                                                                                                                                      *Bradley J. Frank and and Barnes & Thornburg LLP are not affiliated with Voya Financial Advisors.




What's Next?

Check back here for more events from Stein Financial Group.



Past Events

Happy Hour with SFG // May 8th

May's virtual group chat was a happy hour! This event was very similar to the coffee chat we hosted last month. We used the time to give financial news updates, share helpful tips, and of course answer any and all questions all while enjoying a fun happy hour cocktail!




April 28th // Long Term Care Planning Session

Thank you to all who joined us for a live, virtual, informational planning session. Our special guest speaker detailed some ways you can start planning for Long Term Care.



February 11th // State of the Markets

On February 11th, 2020 special guest Thomas Parnell will give us an overview of the economy in 2019 and explain what to expect from the markets in the new year. Space is limited and parking is free so RSVP today by giving our office a call at 612-492-0211.

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