Broker Check


Whether it’s keeping up with trends or discussing some other topic, our firm is dedicated to providing sound information to our clients. Along the way, we like to have some fun, too. If any of the events below look interesting, please register. We’ll be happy to add you to our guest list.


Upcoming Events

More events are on the way! Check back soon for more information.

Past Events

POSTPONED Webinar for students and young adults

December 29, 2021 11:00a - 11:30a Central Standard Time

Online Zoom Webinar

Join us for an interactive webinar where we will talk about debt- from credit cards to loans, the pros, cons and how to best manage both.

How to Surf the Blue Wave

January 28, 2021 10:00a - 11:00a Central Standard Time


Every change in administration has effects on the economy and financial markets. Get your surfboard ready as Mr. Mehrotra shows us how to ride the coming “blue wave” of change with a Democrat majority within Congress and the White House, then he will give us a glimpse of what he sees out there on the horizon.

Post-Election Markets: Sink, Swim or Soar

November 13, 2020 3:00p - 4:00p Central Standard Time

Online Discussion

Join Mr. Shashi Mehrotra, Chief Investment Strategist of Lincoln Investment, as he looks at what the election results and several other influences impacting our world could have on our markets.

Event Registration

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