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Upcoming Events

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

Past Events

February 16, 2022

12:00p - 1:00p

Virtual via Zoom

Social Security 101

Everything you wanted to know about Social Security in this FREE workshop presented by Brandon Smith.  Brandon is the Public Affairs Specialist in the Cleveland Downtown office. This virtual webinars is being hosted by Gautam Pai at Balanced Financial Concepts.

December 1, 2021

7:00p - 8:30p

Virtual via Zoom

Six Barriers to Investment Success

We like to think we invest rationally, but the field of behavioral finance has shown that there are social, emotional, and even cognitive factors that can affect our financial decisions and stand in the way of investment success.

June 30, 2021

7:00p - 8:30p

Virtual Webinar (Zoom)

Six Barriers to Investment Success: Uncovering Your Behavioral Biases

Virtual Webinar with Gary Lydrickson of Franklin Templeton exploring what drives financial decision-making.

Event Registration