We don't have any events on the schedule right now, but if you drop your information below, you'll be the first to know when our next session is on the books.

Thank you for your interest. We look forward to connecting with you!

Stay In The Know

Get insights, news, and resources designed to help you grow and steward your wealth.

Keep Learning

Want to expand your expertise? We’ve picked a few insight-rich posts to help you grow your wealth and amplify your impact.

Watch

WP90X – Phantom Stock Plans: Designing Effective Incentive Strategies for Private Companies

Phantom Stock plans offer private companies a powerful tool to attract, retain and reward key…

Read More →
Watch

WP90X – Intergenerational Split Dollar: Learning from Levine

Description: Jason Prather, J.D., L.L.M, of Legacy Capital Group and Shane Swanson, J.D. of Stinson…

Read More →
Watch

WP90X – Estate Planning for Qualified Retirement Plans Post SECURE Act

By Kristin Teaf Description: Ryan Barradas and Vince Brunoforte of WealthPoint provide an overview of…

Read More →