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Recent Events

Even this Longest Bull Market in History Will Someday End - Workshop

On October 9, we hosted a workshop at the University of Northwestern for our esteemed clients and their friends. Before the presentation, we enjoyed conversing with our clientele over a sampling of delicious desserts. During the seminar, we discussed the longest bull market in history and heard from several members of our investment team who offered options and solutions for what might be ahead. Thank you to everyone who could join us to hear this important information!

Wealth Site Training - Education & Libation

We were excited to host our first in-house wealth site training on Friday, September 21. Thank you to all of our clients who attended and the great feedback that you provided! John gave a valuable presentation and walk through on the latest technology and how to best utilize your personal wealth site. After the classroom session, we enjoyed a happy hour to end out the week. We hope to see you at our next training!

Feed My Starving Children

Thank you to all of our wonderful clients and guests who joined us for our second event at Feed My Starving Children. Before our shift began, we enjoyed a great dinner at Key's Cafe. During our session at Feed My Starving Children we packed over 14,100 meals! Thank you again to all of our clients who helped make a difference in the lives of those in greatest need. We hope you can join us next time!

Fair Food Tasting at the Minnesota State Fair

Thank you to all of our clients and their friends who joined us at the Minnesota State Fair on a beautiful day. We walked around the fair in the morning and enjoyed sampling over 10 different foods. A few of the favorites were the Nordic Waffle, Chicago Dogs, Deep Fried Fruit on a Stick, Alligator, and Nitro Ice Cream. We even tried the new Earth Wings, which are deep fried cauliflower smothered in Sesame BBQ sauce; those were great! We had a very fun time and enjoyed spending the day with our clients!