This webinar was held on Thursday, Feb. 4th. Investor360° is a digital tool that displays your investment account information and monthly statements in one secure location. You can also use Investor360° to send secure messages to your financial advisor and get real-time price quotes and charts for traded securities. Sharefile is another digital tool that ...

1st Thursday in March: Mar. 4th, 4pm Featuring Dan Flynn, Prosperity Home Mortgage. Hosted by Guy Swain, CFP®, Wealth Consultant, LifeTime Asset Management. Do you know someone who is thinking about buying their first home? Are you looking into the possibility of first-time home ownership? Join us for a webinar featuring Daniel Flynn, an experienced mortgage ...

This webinar was held on Thursday, Feb. 18th. Join us for a timely discussion about resources you may want to consider if you currently support, or if you may soon support, aging relatives. Caregiving responsibilities are expanding to millions of people in the US, with everyone from Millennials to Boomers becoming responsible for the care ...

This webinar was held on Thursday, Jan. 21st. How has the pandemic changed our economy, and what can we expect next? Join us for The Economy During and After the Pandemic with guest speaker Dr. Mike Walden, a William Neal Reynolds Distinguished Professor and Extension Economist in the Department of Agricultural and Resource Economics at ...

This webinar was held on Jan. 7th, 2021. Featuring Leslie Gaddis, CFP®, CSLP®, MBA, Wealth Consultant and Director of Financial Planning Services at LifeTime Asset Management. Hosted by Matt Glova, CFP®, Wealth Consultant, LifeTime Asset Management. Click here to download the Slides for the Budgeting Tools and Tips Webinar.   New year, new look at ...