Events

Past Events

The SECURE Act: Implications & Financial Planning Opportunities

When: August 11, 2020 | 12:00PM-1:00PM

Location: Live Webinar

Presenters: Brian King, C.P.A., CFP®

The SECURE Act came into effect on Jan. 1. It is also known as the Setting Every Community Up for Retirement Enhancement Act, the law is one of the most comprehensive pieces of legislation to reform retirement savings. Join our Chief Planning Officer Brian King as he outlines the implications and financial planning opportunities resulting from the SECURE Act.

 

Watch On-Demand

Investment Office Hours with Plancorp's Co-Chief Investment Officer

When: July 21, 2020 | 12:00PM-1:00PM

Location: Live Webinar

Presenters: Peter Lazaroff, CFA, CFP®

Have an investment question? Join Peter Lazaroff, Plancorp's Co-Chief Investment Officer for virtual office hours on Tuesday, July 21 at 12pm CST. Peter will be holding a live Q&A to answer your questions.

Live Q&A: Virtual Office Hours

When: July 13, 2020 | 12:00PM

Location: Live Webinar

Presenters: Brian King, C.P.A., CFP®, Peter Lazaroff, CFA, CFP®

Join members of Plancorp's Leadership Team for Virtual Office Hours. This live Q&A session will be hosted on Monday, July 13 at 12pm CST.

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