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Events

Upcoming Events

More events are on the way! Check back soon for more information.

Past Events

June 25, 2020

2:00p - 3:00p

Zoom

Exclusive Event for Generation Z!

Generation Z. We are proud of all of your hard work you have done to get you to where you are today. You have endured the unthinkable, and you have done it with grace. As our gift to you, we want to empower you with information that you will use every day. A gift that you can take with you, wherever your bright future takes you. Please join us for an exclusive online event just for you. Tiana will share information and tips that we feel are very important for day to day life as an adult. There will also be an opportunity to ask her ANY question you may have! Knowledge is power, and we want to equip you with the tools and information you need to navigate your future. Please Join us Thursday, June 25th from 2pm-3pm.

June 24, 2020

3:00p - 6:00p

Zoom

May 12 - May 26, 2020

11:00a - 12:00p

Zoom Classroom

Learn for Lunch Workshop Series

Please join us for a 3-part workshop series with Tiana Ronstadt! Tiana will do a deep dive into the SECURE Act and CARES Act highlighting key provisions as well as going over how these bills may impact you and your retirement goals.

May 1, 2020

12:00p - 1:00p

Conference Call

Conference Call: Market Thoughts with Tiana Ronstadt

We are here to support you and navigate these times of uncertainty together. Knowledge is power, and we are equipping you with the tools and information you need to weather this storm. Please join us for a conference call May 1, 2020 at 12pm (AZ) / 3PM EST. Details on how to access the call will be provided once you have registered. Register now to save your spot!

April 24, 2020

12:00p - 12:30p

Conference Call

Conference Call: Market Thoughts with Tiana Ronstadt with Guest speaker, Andrew Brown from Putnam Investments

We are here to support you and navigate these times of uncertainty together. Knowledge is power, and we are equipping you with the tools and information you need to weather this storm. Please join us for a conference call April 24, 2020 at 12pm (AZ) / 3PM EST. Details on how to access the call will be provided once you have registered. Register now to save your spot!

April 17, 2020

12:00p - 12:30p

Conference Call

Conference Call: Market Thoughts with Tiana Ronstadt

We are here to support you and navigate these times of uncertainty together. Knowledge is power, and we are equipping you with the tools and information you need to weather this storm. Please join us for a conference call April 17, 2020 at 12pm (AZ) / 3PM EST. Details on how to access the call will be provided once you have registered. Register now to save your spot!

April 9, 2020

12:00p - 12:45p

Conference Call

Conference Call: Market Thoughts with Tiana Ronstadt with Guest speaker from Horizon Investments

We are here to support you and navigate these times of uncertainty together. Knowledge is power, and we are equipping you with the tools and information you need to weather this storm. Please join us for a conference call April 9, 2020 at 12pm (AZ) / 3PM EST. Details on how to access the call will be provided once you have registered. Register now to save your spot!

April 3, 2020

12:00p - 12:45p

Conference Call

Conference Call: Market Thoughts with Tiana Ronstadt with Guest speaker, Patrick Vance from Capital Group, home of American Funds

We are here to support you and navigate these times of uncertainty together. Knowledge is power, and we are equipping you with the tools and information you need to weather this storm. Please join us for a conference call April 3, 2020 at 12pm (AZ) / 3PM EST. Details on how to access the call will be provided once you have registered. Register now to save your spot!

March 27, 2020

12:00p - 12:30p

Conference Call

Conference Call: Market Thoughts with Tiana Ronstadt with Guest speaker, Nathan Anderson, Regional Vice President from Woodbury Financial

We are here to support you and navigate these times of uncertainty together. Knowledge is power, and we are equipping you with the tools and information you need to weather this storm. Please join us for a conference call March 27, 2020 at 12pm (AZ) / 3PM EST. Details on how to access the call will be provided once you have registered. Register now to save your spot!

March 20, 2020

12:00p - 12:30p

Conference Call

Conference Call: Market Thoughts with Tiana Ronstadt

We are here to support you and navigate these times of uncertainty together. Knowledge is power, and we are equipping you with the tools and information you need to weather this storm. Please join us for a conference call March 20, 2020 at 12pm (AZ) / 3PM EST. Details on how to access the call will be provided once you have registered. Register now to save your spot!

March 13, 2020

12:00p - 1:00p

Conference Call

Conference Call: Market Thoughts with Tiana Ronstadt

We are here to support you and navigate these times of uncertainty together. Knowledge is power, and we are equipping you with the tools and information you need to weather this storm. Please join us for a conference call March 13, 2020 at 12pm (AZ) / 3PM EST. Details on how to access the call will be provided once you have registered. Register now to save your spot!

February 13, 2020

8:00a - 9:00a

Power Women Investing

Galentine's Day

Please join us and start your Galentine's Day off the right way! Pop in the office between 8am-9am for a quick bite to eat and a cup of coffee/tea on us! Feel free to bring a Gal Pal!

January 11, 2020

4:00p - 6:00p

AZ Wine Collective

Wear Red. Drink Red.

Join us for Happy Hour at AZ Wine Collective! New decade. Same you- just BETTER! Wear red for heart health!

November 11, 2019

8:00a - 4:00p

Power Women Investing

Treats for our Troops!

Show our deployed troops love this Halloween season! We are collecting candy for our deployed troops! Help fill our office with candy!

Event Registration


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