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Events

3 Secrets to a Happy Retirement

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.

REGISTER HERE

A workshop for entrepreneurs and management teams

A workshop for entrepreneurs and management teams

Build focus, discipline, and accountability throughout your entire organization.

Solve issues once and for all to produce real, permanent change.

Become more profitable and increase the value of your business.

Register

Complimentary Shredding for Clients

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.


Past webinars

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.)