Broker Check

Events

I'm excitied to offer regular free events to enhance your financial literacy, grow your wealth, protect your assets, and enable your dreams. Please feel free to invite family and friends to any of these free events, everyone is welcome!


You can always contact me for a free, no-pressure consultation to help you strengthen and improve important aspects of your financial life.

Upcoming Events

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

Past Events

March 20, 2024

8:00p - 9:00p

https://zoom.us/meeting/register/tJwrde2pqzkpGdMWWEqIxl__Xbd1p7HhBvOQ

State of the Markets 2024 - Open Vistas Financial

My objective is to assist you in enhancing your ability to understand market dynamics and their implications, particularly with regard to their impact in 2024. Together, we'll explore potential strategies to effectively navigate these influences and seize opportunities in the market. During this event, we’ll: - Examine year-end results - Analyze key economic factors - Identify critical financial headwinds and tailwinds - Discuss targeted market forecasts - Discuss products built to weather a changing market - Examine the impact of Fed policy

July 30, 2023

7:00p - 8:00p

https://zoom.us/meeting/register/tJwscuytrD4jE9yF8zWbgzCQl5A3eoyy69zg

Open Vistas Financial - 2023 Halftime Report

Please join us as we: - Analyze what drove markets in the first half - Identify key factors that may drive markets - Review key economic indicators - Explore updates on inflation, interest rates

May 31, 2023

7:00p - 8:00p

https://zoom.us/meeting/register/tJYtdOioqTwuHtcfoIxqsGoGtk59j43FLQ5j

MyBlocks: A Free, Quick, and Easy Way to Create Your Personal Financial Plan

MyBlocks: Your free, interactive app for financial wellness A quick, easy-to-use tool for financial empowerment. You'll get to: - Plan for your life dreams - Create a personalized financial plan - Improve your financial health - Create a budget automatically - Create an emergency fund - Pay off credit cards/student loans - Refinance your mortgage - Review your investment portfolio - Plan for retirement - Maximize Social Security benefits - Estimate health care/long term care costs - Pass wealth to future generations - Protect your family and your income In this workshop, I'll teach you how to use MyBlocks to do this and much more! This workshop is for everyone, at every life stage and level of knowledge. MyBlocks will help you gain financial literacy, build wealth, and budget for your dreams.

February 28, 2023

8:00p - 9:00p

https://zoom.us/meeting/register/tJElcuypqjgqHNG3VMGxCx_RQQ7_133OuhMR

State of the Markets 2023

Join us as we: - Examine year-end results - Analyze key economic indicators - Identify critical headwinds & tailwinds - Discuss targeted forecasts - Examine the impact of Fed policy Watch the replay here: https://www.youtube.com/watch?v=xgH1HRW8ZqE

Event Registration