Events

Featured Event

[CANCELED] InspireHer: Sip, Shop & Support Happy Hour

THIS EVENT HAS BEEN CANCELED. MORE DETAILS TO FOLLOW

We're organizing a Happy Hour to support local female owned businesses. We will be providing the opportunity for you to shop, be pampered, and gain valuable insights into..

Friday 8
October 2021 3:30PM - 7:00PM
[CANCELED] InspireHer: Sip, Shop & Support Happy Hour

Featured Event

Company stock can be a powerful form of compensation that helps you towards your financial goals. A growing company stock position also raises big questions:

  • What is the role of company stock in my broader investment..
Learn More
Thursday 14
October 2021 12:00PM - 12:30PM
Successfully Managing Your Company Stock

Past Events

Money Moves High Earners Should Make

When: August 26, 2021 | 12:00PM-12:30PM

Location: Live Webinar

Presenters: Daniel Lee, CFA , CFP®

High earners have a unique opportunity to take advantage of a wide range of wealth building strategies. In this webinar, we’ll highlight a range of financial planning moves high net worth individuals should consider, including optimizing tax-advantaged accounts (IRAs, HSAs, 401(k)s), and tax reduction techniques with deferred compensation, charitable giving, and estate planning.

In this 30-minute lunch time webinar, Senior Wealth Manager, Daniel Lee, will  cover the following:  

  • Highlight a range of financial planning moves high net worth individuals should consider
  • Provide information on optimizing tax-advantaged accounts (IRAs, HSAs, 401(k)s) 
  • Share tax reduction techniques with deferred compensation, charitable giving, and estate planning

Watch On-Demand

2021 Q2 Market Update

When: July 16-22, 2021 | 12:00PM-1:00PM

Location: Live Webinar

Presenters: Peter Lazaroff, CFA, CFP®

Listen to the 2021 Q2 Market Update

Watch On Demand

How Much Life- or Long-Term Care Insurance Do You Need?

When: July 15, 2021 | 12:00PM-12:30PM

Location: Live Webinar

Presenters: Daniel Lee, CFA , CFP®

Navigating insurance needs can feel like a maze. Is Term, Whole, Variable, or Universal the best? What about life and long-term care hybrid models? Insurance exists to transfer risk and protect your wealth, but not knowing what you need could lead to not having enough insurance or being sold way too much. 
Come learn what you may need without the sales pitch. Plancorp Senior Wealth Manager, Daniel Lee, will cut through the jargon, leave out the fear, and identify potential insurance uses based on the pros and cons of each type.

Watch On Demand

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