Please join us for an educational WebEx with Lindsay Ardis, Regional Manager with Lord Abbett. During this complimentary session Lindsay will provide some perspective on what is happening in the markets as well as address five key investing concepts every investor should know about capital markets before investing, including:

• U.S. stocks
• Small cap stocks
• International stocks
• Bonds
• Diversification

Please join Ameriprise Financial for our virtual event on Tuesday, November 9th at 4:00 PM ET. Heather Doyle Fraser, life coach, publisher, author, and founder of the Compassionate Mind Collaborative and its parent company, Beyond Change LLC will be our featured speaker. The topic for the event will be “Wholeness of You: Mindful Compassion & Gratitude as a Path to Resilience”.

Heather utilizes compassionate mind strategies and skills to help her clients focus on what is truly important in their lives. At the virtual Webex Event, Heather will explore:

• The importance of compassion in our chaotic world.
• How our brain has evolved to keep us safe, but how sometimes, this evolved brain keeps us stuck.
• The importance of starting any plan with our big WHY and our values.
• How we can use compassionate skills and strategies such as gratitude to set ourselves up for success as we plan and set goals for our future.

For more information on Heather and the books she has authored visit her website cmcollab.com .

Please join us to learn more about Environmental, Social, and Governance (ESG) investing. Mary Green, VP with Federated Hermes, will discuss how investors are increasingly applying these non-financial factors as part of their process to identify risk and growth opportunities.

Campus visits are cancelled, ACT/SAT testing is evolving daily, your college savings may have taken a hit! How does a family do a college search in this environment? Join Cozy Wittman, National College Search Expert from College Inside Track, to learn more about effective search strategies to assure your family stays on track.

During the call we will discuss:
-How to do an effective tour with campuses closed
-Where to find scholarships
-How to go about scheduling an ACT

Michael Graci, Director in the Advisor Insights team for BlackRock, is a nationally recognized speaker.

Join this WebEx to learn more about the rules of retirement benefits and different collection strategies.

Cheri Brooks, CPA, Senior Vice President, and Head of the Neuberger Berman Advisor Institute will be joining us to share more about how to prepare for the unexpected. Cheri will lead an informative discussion that will focus on anticipating the unexpected, while creating an effective plan for a sound future for your loved ones. Questions that will be answered. You will learn the answers to the following questions and more: by attending this event:

• What do you have today?

• Where is it located?

• Who do you contact?

Lauren Byrne, Internal Division Manager with Columbia Threadneedle Investments, will discuss investing and why it’s important for women to “get invested.” In this WebEx, you’ll learn some of the characteristics, challenges, and mindsets that are common among women, and discuss how they affect our financial lives. Learn about how everyone, not just women, have their own individual set of circumstances which inform our financial planning. We all have our own aspirations, priorities, and challenges and all approach investing differently.

John Choate is a prior Navy SEAL and Managing Director of SA-720™, a consulting firm that has based its principles from the U.S Special Operations community. John began his professional career as a naval officer in the SEAL teams. In this session, John will present “SA-720 Security Awareness in 720 Degrees” which discusses security concerns in the post-9/11environment. He will teach how to develop your own security awareness through present day case studies. This event is sponsored by partner Janus Henderson.