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Events


Upcoming Events


September 20th (10am) // Q3 Community Coffee Chat

During our Q3 Community Coffee Chat, we will be highlighting current political topics and questions as well as discussing how they may impact you personally. We look forward to having this conversation, answering questions, and catching up over coffee!

RSVP Here




Past Events

Subscribe to our YouTube channel to get all our webinar replays and other great content.

Watch Replays Here


August 17th (3pm) // Mid-Year Market Webinar

As we’ve hit the halfway point through 2022, it’s a great time to review and reflect upon the state of the markets. During this webinar Matt Moslander from J.P. Morgan will be discussing current economic factors, what the future may entail for financial markets, and how we’re investing to prepare for it.


July 28th (12pm) // Road to Retirement

Exclusive event designed for Government Employees preparing to retire. The Stein Financial Group has 30+ years of experience working with the public employees of MN, offering guidance on their benefits while employed and how to maximize their value into and throughout retirement.

RSVP Here


June 21st (10am) // Q2 Community Coffee Chat

We’re having our June Coffee Chat on June 21st at 10am CST. This month a special guest will be joining us for coffee and conversation!




June 15th (2pm) // Long-Term Care Webinar with Newman

Long-term care, or extended care, is a challenge that many of us will face in our lifetimes. During this webinar we will discuss the basics of long-term care, explore options for receiving and paying for care, and much more.




May 18th (2-4pm) // Scoop & Shred

Join us at our new office on May 18th from 2-4pm for a sweet treat and the chance to drop off your documents that need to be shredded!



April 21st (3:30pm) // Social Security Webinar with Allianz

This webinar will explore seven keys to enhancing Social Security benefits, such as:

  • Keys to help you understand the basics of Social Security

  • Keys that take a deeper look into Social Security, such as working in retirement

  • Taking the next step through this presentation by rethinking retirement strategies

Join us on April 21st at 3:30pm for this exclusive webinar and learn how you can make informed decisions regarding your Social Security benefits.


March 15th (10am) // Q1 Community Coffee Chat

Be sure to join us for our March Coffee Chat an March 15th at 10am CST. If you attend all four coffee chats this year you will be getting a bag of Twin Engine Coffee on us! We look forward to having you join our community coffee chats this year and sharing the Twin Engine Coffee with you.



March 16th (2pm) // Breached by Prudential

The state of the world is rife with cyber breaches, malware or ransomware attacks, and rampant identity theft. CNBC reports that identity fraud cost Americans a total of about $56 billion in 2020, with about 49 million consumers falling victim. Repercussions of this fraud can often be as financially devastating as a mismanaged investment or neglecting to
purchase protection with insurance. Every American should be fluent in today’s risks and armed with protection strategies. This webinar will cover these risks and provide solutions to prevent identity theft.


State of the Markets 2022

Now is a great time to review how far the markets have come and talk about what might lay ahead. This presentation examines the important financial factors at play, including economic developments, world events, and other market influences. It also looks at what might be around the corner for 2022 in addition to answering any questions you may have.


Estate Planning
We had an exciting opportunity to partner with Brad Frank from Barnes & Thornburg to learn about the importance of Estate Planning specifically highlighting Probate, Distribution of Assets, Planning for Incapacity, Wealth Distribution and so much more. Click the link above to watch the full replay.  




Exclusive Event
We are holding three exclusive events where you can learn more about our Good Life Program. There are limited spots available, and there will not be a video replay you can watch. Sign up before the spots fill up, you won’t want to miss this!




July 28 // Healthcare & Finances Webinar

During this webinar we covered Long Term Care, Medicare, retirement living, and more. Watch the replay to hear all about these topics and learn what you need to know about retirement.


                            



June 8th// June Coffee Chat

We had another coffee chat where we discussed our move, taxes, and more.




April 15th // Family Series Event Part 2: Budgeting

We will take a crash course in budgeting and provide tips that will be useful no matter what your age, budgeting experience, or life stage happens to be. Please join us on April 15th, and invite a friend or family member. April is Financial Literacy Month and many individuals in America cannot pass a basic financial literacy test. Let us help. Register today and we will see you on Thursday, April 15th at 5 PM.





March 23rd // RMDs In 2021

During the call we covered all the basics on what you need to know about Required Minimum Distributions, explained how the 2020 changes to RMDs impacted this year's withdrawal requirements, and discussed tax planning strategies as they relate to RMDs.

 




February 24th // 2021 State of the Markets

See how the markets performed during the most unexpected year we've seen in a while. Watch the replay for a comprehensive review of market activity in 2020 and a look at our predictions for what may happen in 2021.

 






January 21st // Family Financial Series Pt 1: Pursuing Success at Every Generation

For this event, we took time to teach attendees how to help their talk about and retain wealth within their families.

Watch the webinar replay below to understand how to talk about money so that you can keep your family financially healthy for generations to come. 

 




December 2nd // Q & A with a Doctor

On December 2nd we got to spend an hour with a very special guest Dr. Ron Kaufman, M.D. 

We wanted to invite someone to answer some of your burning medical questions, as we know this is an uncertain time for all of us.

Dr. Kaufman covered a lot of common questions about COVID-19, addressed valid mental health concerns as we head into winter, and discussed what the world might look like after this. Click the link below to watch.