Broker Check

Events

Upcoming Events

December 4 - December 26, 2020

6:00p - 9:00p

Herman A Zeunert Park

Illuminate Ozaukee

Straight Arrow Financial Group and Serenity Farms Landscaping, Inc are co-designing a Christmas display to help support the human service non-profits of Ozaukee County. Click the link above to learn more!

Past Events

November 17, 2020

1:00p - 2:00p

Online Webinar

Estate Planning Webinar with Lyne Law Firm, LLC

Learn how estate planning ties into your financial plan and how you can avoid making costly mistakes. It's a common misconception that estate planning is solely about making a plan to name who you want to receive what when you die. This may be partially true... however, it is MUCH more than that. Did you know that estate planning is for EVERYONE? It doesn't matter how modest or lavish your estate is; how young or old you are. YOU have an estate, and you can't take it with you when you die. So what does this mean for you?

November 12, 2020

4:30p - 5:30p

Online Webinar

Estate Planning Webinar with Tim Schoonenberg

Learn how estate planning ties into your financial plan and how you can avoid making costly mistakes. It's a common misconception that estate planning is solely about making a plan to name who you want to receive what when you die. This may be partially true... however, it is MUCH more than that. Did you know that estate planning is for EVERYONE? It doesn't matter how modest or lavish your estate is; how young or old you are. YOU have an estate, and you can't take it with you when you die. So what does this mean for you?

October 14, 2020

4:00p - 5:00p

Online Webinar

Presidential Outlook 2020 with Kurt Reiman, Managing Director, BlackRock

Join us for Series Three of our live, interactive webinars featuring Kurt Reiman, Managing Director of BlackRock. Click the link above to learn more.

September 23 - September 29, 2020

5:00p - 6:00p

Online Webinar

Presidential Outlook 2020 with Allison Boxer, Vice President and Economist, Pimco

Join us for Series #2 of our live, interactive webinars featuring Allison Boxer, Vice President and Economist at Pimco. Click the link above to learn more. Allison Boxer/Pimco is not affiliated with LPL Financial, Straight Arrow Financial Group, or Independent Advisor Alliance.

August 19, 2020

5:00p - 6:00p

Online Webinar

Presidential Outlook 2020 with Matt Stephani, President of Cavanal Hill Investment Management

Join us for Series #1 of our live, interactive webinars featuring Matt Stephani, CFA, President of Cavanal Hill Investment Management. Click the link above to learn more.

April 25, 2020

10:00a - 1:00p

Straight Arrow Financial Group

SHREDFEST 2020: PRESERVE THE EARTH. PROTECT YOUR IDENTITY.

In celebration of Earth Day and the end of tax season, bring in those old files for FREE professional shredding. Click the link above for more information.

Event Registration


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