2013 Free Educational Webinar Series
The Sherpa monthly webinars are offered online for your convenience. Registration and Program details are listed below. Thank you!
Often we get asked questions such as "Where do I start?" or "How can we
get there?" Perhaps these are questions you're hearing from your adult
children or friends as they begin to think about funding retirement or
other goals.
We will introduce a new service we provide which may be of
benefit to your adult children or friends. We will discuss our firm's
background, as well as our service that helps illustrate gaps in
retirement income, education funding, survivor income, and disability
income. This process is referred to as Goal Projection Service or "GPS"
as we informally like to call it. Learn how to get started, find ways to
fill the gaps and track your progress.
- Date: Tuesday, April 9th
- Time: 12:00 a.m. - 1:00 p.m. CDT
- Location: Your Computer
- Event Type: Webinar **Upon registration, keep your phone call-In details or use your computer's microphone and speaker (VOIP). A headset is recommended.
- Presenter: Lance Gunkel, CFP®, CFA, Senior Financial Analyst
- Date: Tuesday, April 30
- Time: 12:00 p.m. - 1:00 p.m. CDT
- Location: Your Computer
- Event Type: Webinar **Upon registration, keep your phone
call-In details or use your computer's microphone and speaker (VOIP). A
headset is recommended.
- Presenter: Jason Gunkel, CFP®, CFA, CAP®, Senior Financial Analyst
Mark Your Calendars for the Upcoming Webinars & Events
Tuesday, March 26, 2013 at 12:00/noon Stock-Options & Stock-Based Compensation
Tuesday, April 9, 2013 at 12:00/noon Where Do I Start? How Do We Get There? (GPS)
Tuesday, April 15 - 26 (weekdays only) from 8 a.m. - 5 p.m.Second Annual Shred It Event at our office
Thursday, April 18 from 4:00 - 6:00 p.m. Rush Hour Social Event at our office (RSVP with the WDM Chamber)
Tuesday, April 30, 2013 at 12:00/noon 2013 Q1 Economic and Market Review
Please note that all of the Sherpa webinars are scheduled on central time.
2013 RECORDED WEBINARS
January 29 - Fourth Quarter 2012 Review
February 26 - GPS: Navigating Your Way to Achieve Your Goals
February 28 - 2012 Year In Review & Discuss Tax Changes
March 26 - Stock-Options & Stock-Based Compensation
For more information on Sherpa webinars, please feel free to contact us at (515) 225-6000.