Educational Series

The Modern Wealth Management Educational Series is a recurring event. Every two weeks on Wednesdays at 6 PM, we’ll be airing a webinar covering a retirement planning topic. Once you enroll, we will notify you of every bi-weekly educational webinar, so you don’t have to register multiple times.

Online
May 22, 2024 | 6:00pm

Educational Series – 2024 Tax Brackets – What You Need to Know

Next up in the Modern Wealth Management Educational Series is Q1 2024 Quarterly Market Update with Corey Hulstein, CPA.

New Rochester Office
December 2, 2025 | 3:00pm - 6:00pm

Rochester Office Open House – Tuesday, December 2

New Rochester Office
December 11, 2025 | 3:00pm - 6:00pm

Rochester Office Open House – Thursday, December 11