Upcoming Events

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Past Events

Wealth Strategies Seminar Part 4: Planning For Social Security

October 11, 2022

Part 4 in our Wealth Strategies Series, a 45-minute virtual educational discussion as Dr Bob Farmer, Chase Bellefeuille and Hob Wubbena show you the steps needed to potentially maximize Social Security benefits.

Wealth Strategies Webinar Series Part 3: Return vs Risk for Various Investments

January 18, 2022

Part 3 of our Wealth Strategies Series, a 30-minute educational virtual Lunch & Learn, as Dr. Bob Farmer & Hob Wubbena illustrate the return versus risk for various categories of investments such as Bonds, Stocks, ETFs, Mutual Funds, and various Structured Products.

Wealth Strategies Webinar Series Part 2: Investment Risk

December 14, 2022

Dr. Bob Farmer and Hob Wubbena for Part 2 of their Wealth Strategies Lunch & Learn Webinar Series: Investment Risk. In 30 minutes, they will give an overview of the different kinds of investment risk in two broad categories – business risk and market risk. In these days of increasing inflation and taxes, it’s critical to understand what the underlying risk are inherent in stocks, bonds, mutual funds, ETFs, and institutional products.

Your Retirement, Your Finances, And The New Administration Educational Seminar

November 10, 2021

There is no doubt...change is on the horizon. Like all new administrations, there will be changes. What exactly are the proposed changes and what potential impact can they have to your livelihood, your assets, your 401(k)/IRA, your social security and your retirement.

Wealth Strategies Webinar Series #1 - Inflation & Taxes

November 9, 2021

Dr. Bob Farmer & Hob Wubbena, MBA, as we discuss: What's coming with inflation and taxes. What's the biggest risk to your financial portfolio? It's not the market! What happens to your portfolio if taxes average 35%?

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