Broker Check


Upcoming Events

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

Past Events

March 30, 2022

4:00p - 5:00p


Inflation - Lessons From History on Taming the Bear

Join Vijay for clear, practical insights on how we can better understand inflation and how to consider positioning your portfolio to mitigate the impacts of inflation.

September 14, 2021

12:00p - 1:00p


Make the Most of the Living Benefits of Life Insurance

Hear from Vijay Khetarpal, AIF®, CLU, ChFC, CFP® on how to make the most out of life insurance, while you are alive.

June 23, 2021

4:00p - 4:45p


Understanding Social Security Decisions: Optimizing Your Benefits

The choice of when to take your Social Security benefits is an important decision and involves a number of issues you may want to consider in retirement planning. Join us on June 23rd and learn more about optimizing your benefits.

May 19, 2021

4:00p - 4:45p


Getting College Funding Right

Join Vijay at 4 PM Eastern on May 19th to hear his latest insights on how to prepare for college funding and leverage options such as the 529 Plan and more.

April 21, 2021

4:00p - 5:00p


The Difference Between Ordinary and Extraordinary in Golf, Business, and Life

Our first joint webinar with Vijay Khetarpal and Tina Fox, CEO of Women on Course. Jen Dalton will moderate the discussion on the difference between ordinary and extraordinary when it comes to golf, business, and life.

February 24, 2021

4:00p - 4:45p

Zoom - Link will be emailed the day of Webinar

Webinar: Optimizing Tax Outcomes

Join Vijay at 4 PM Eastern on February 24th to hear his latest insights on how to optimize tax outcomes heading into key business and personal tax deadlines.

Event Registration