Teaching Risk to Educate Meme-Curious Investors

Webinar / Online Meeting Online Meeting

Note: CEUs are likely possible, just not pre-approved. Reports and surveys indicate that many new investors interested in trading turn to social media and so-called “finfluencers” due to an imbalance of educational content from more reliable sources. Data also suggests that most digital asset related investment fraud begins on social media platforms. What are the questions new investors are asking […]

Helping our Aging Parents: Lessons We’ve Learned – Session 3 of 3

Webinar / Online Meeting Online Meeting

In our third and final session: “Helping our aging parents”, we’ll use what we learned in the first two sessions to help you navigate the tricky aspects of obtaining the proper legal documents, working with your care team to make important medical decisions, and finally, taking care of yourself physically and emotionally.

The Future of Money: The Changing Landscape of Currency

Webinar / Online Meeting Online Meeting

Note: CEUs are likely possible, just not pre-approved. In recent years, the growing interest in digital assets paired with the ease of apps on phones that allows users to buy and sell easily led many to lose money from investing in digital currency. Just this year, the landscape for digital currency has changed dramatically and has lost two-thirds of its […]