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Upcoming Events

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

Past Events

January 31, 2024

12:00p - 1:00p

Zoom Webinar

HENRY Webinar

A HENRY is a High Earner Not Rich Yet. The webinar will help you understand if you are not only a HENRY, but how to become a HERO-- High Earner Rich Officially! Tate will guide you through the steps to take your wealth status to the next level.

January 24, 2024

4:00p - 5:00p

Zoom Webinar

State of the 2023 Markets Q4

These are the questions we are asked daily, so now is a great chance to not only stay current with the market trends, but ask any of those questions that may keep you up at night!

January 10, 2024

12:00p - 1:00p

Zoom Webinar

Financial Side of Divorce Webinar

The program takes this difficult season, a season where you may have a lot of negativity energy targeted at your spouse or at your life and redirects that energy into a beautiful change for you and your future self. ​The complexity of your family’s situation and marital estate will determine the professional expertise you will need. Many wonder if this divorce will turn their finances upside down, or if they will have the same life they have grown accustomed to. It's important to face this fear head on to assess the financial situation, see what it is and plan around that.

December 13, 2023

12:00p - 1:00p


Moneytudes Webinar

How does your behavior regarding money affect your relationships? This career has taught me that there is more to wealth building than a high income. What I’m going to share with you my personal secret sauce to wealth. I’m excited to share it in this article AND in a live webinar on Wednesday, December 13 at 12 PM CDT. Register here: I hope you join me!

Event Registration