3 Secrets to a Happy Retirement
If you are getting ready to retire, or already retired, this webinar will help you imagine and plan a happy post-career life!
* Balance wealth and personal fulfillment
* Replace the non-financial benefits of career
* Plan for lifestyle changes
Featuring two of the leading experts in the field of non-financial retirement-lifestyle planning.
Complimentary Shredding for Clients
Once again in November 2021 shred bins will be available near the front entrance at both offices from 8am-5pm, Monday - Friday.
Carts will be available near the bins. Please wear a mask if you need to make contact with team members.
Paper documents only. It is OK to leave paper clips and staples intact. Feel free to leave your documents in boxes, paper bags, or even plastic bags.
Download our Record Retention Guide.
Economic and Investor Update via Zoom | March 2, 2021 6:30pm - Recording
Investor Update via Zoom | November 17, 2020 630pm - Recording
Sioux Falls Office Video Tour - Facebook Premiere | November 11, 2020 6:30pm
Election-Year Politics and the Markets | September 17, 2020 6:30pm
Election-Year Politics and the Markets | August 25, 2020 6:30pm
5 Ways Technology Will Change How You Age | May 26, 2020 5:30pm (Sponsored by Hartford Funds. Raymond James is not affiliated with Hartford Funds.)
Market Perspective | May 29, 2020 11:30am (Sponsored by Vanguard Funds. Raymond James is not affiliated with Vanguard Funds.)
Retire on Purpose - Beyond Financial Planning: Creating the Life You Want | June 23, 2020 4:30pm (Sponsored by Jackson. Raymond James is not affiliated with Jackson)
Speaking of Markets - You Can't Predict the Future, but you CAN prepare for it | June 25, 2020 4:30pm (Sponsored by T. Rowe Price. Raymond James is not affiliated with T. Rowe Price.)
5 Ways Technology Will Change How You Age | June 30, 2020 4:30 p.m. (Sponsored by Hartford Funds. Raymond James is not affiliated with Hartford Funds.)