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.
Tax Reform Webinar
Understanding and responding quickly to this year’s tax law changes could be critical to your financial plan!
Learn what you need to know from nationally-recognized tax professional Robert Keebler.
Richelle Hofer, Wealth Advisor, will present two education events, meet one-on-one with clients and guests, and speak to groups that are important to you.
For more information contact Shelli at 605-357-8553 or firstname.lastname@example.org.
Economic and Investor Update via Zoom | March 2, 2021 6:30pm
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.)