Events
Upcoming Events
More events are on the way! Check back soon for more information.
Past Events
March 30, 2022
4:00p - 5:00p
Zoom
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
Zoom
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
Zoom
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
Zoom
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
Zoom
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.