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Register below for our seminar or individual appointments.

IDEA Public Schools Retirement Planning and Investing Webinar

Date: Thursday, May 12, 2022
Time: 4:00 PM – 5:00 PM CST
Location:  Online Zoom Webinar

Schedule 30 Minute Appointments

Date: Friday, May 13, 2022
Time: 8:30 AM – 4:30 PM
Location: Online Zoom Meetings

Click here to visit our home page.

Remember all investing involves risk.

This website is not authorized for use as an offer of sale or a solicitation of an offer to purchase investments. This website is for informational purposes only and does not constitute an offer to sell, a solicitation to buy, or a recommendation for any security, or as an offer to provide advisory or other services in any jurisdiction in which such offer, solicitation, purchase or sale would be unlawful under the securities laws of such jurisdiction.

Past performance may not be indicative of any future results. No current or prospective client should assume that the future performance of any investment or investment strategy referenced directly or indirectly in this brochure will perform in the same manner in the future. Different types of investments and investment strategies involve varying degrees of risk—all investing involves risk—and may experience positive or negative growth. Nothing in this brochure should be construed as guaranteeing any investment performance.