Events and Videos

In the above video, Allen reveals the key limitations and shortcomings of chatbots. Surprisingly, the most advanced AI technology is merely a tool that requires human intervention, creativity, and insight.

In this video, Emily will explain a few factors that drive stock returns over longer periods of time. She will be using a real stock over a five-year time period as an example.

In the above video, we are going to take a deeper dive into examples and warning signs of potential fraud and scams.

Original air date: December 6, 2022 - As the end of the year approaches, this is the perfect time to assess planning opportunities that may be beneficial to you. Join us as we recap 2022 and share our thoughts on what may lie ahead in 2023 for the economy and markets.

During this two-part workshop, each participant will receive the "My Estate Organizer" that is meant to provide clear information and personal direction to your loved ones and executor about steps that should be taken and how best to proceed in taking care of your affairs.

Original Air Date: October 25, 2022 - Join us live as Dr. Travis Parry educates and entertains by sharing his Make Time Method™ to help people de-stress their lives and realize more joy. In this talk, he will debunk the 3 Myths of Balance and explain the keys to actually achieving it.