Your Financial Roadmap Webinar Series
In these webinars, we will discuss timely financial topics for everyone, especially beginners. With each stop along the road, we want to help you navigate the financial trails of life! These webinars will take place via Zoom Webinar on the third Wednesday of every month. They'll be short and sweet at only 15-20 minutes with time for questions afterward. Bring your lunch and join us for the ride!
Event Dates and Times:
- March 20, 2024 at 11:30 AM / Register Now
- Topic - To Roth or Not to Be Roth: Understanding Pre-tax vs. Roth Retirement Savings
Watch recordings of past webinars here.
State of the Market Events
In this series, we will give quarterly updates on the state of the markets and economy. We will also cover strategies and investments that may be utilized to keep you on track with your specific objectives for your retirement and investment accounts.
Event Dates and Times:
- April 16 from 12:00-12:45 pm and 5:45-6:30 pm
- July 16 from 12:00-12:45 pm and 5:45-6:30 pm
- October 15 from 12:00-12:45 pm and 5:45-6:30 pm
- January 21 - Time TBD
Registration Options: You can attend these events in person at our Cedar Rapids office location or virtually (via Zoom webinar).
Watch recordings of past events here.