Presentations & Webinars

Below is a comprehensive list of current and/or upcoming events. Once you have found the one(s) that interest you, please fill out the registration form below. Feel free to email us at for more information.

The Art of Personal Finances: The Importance of Being Coachable

Thursday, January 28th @11am.

In this webinar, Kelly will be discussing the characteristics of four internalized money mindsets we all have and how they affect our relationship with and use of money as a tool. From here, our Senior Advisor, Todd Brost, will discuss how individuals with each money mindset can be coached to develop a healthy and productive association with money.

Kelly M. Lewis, CFP®, JD, LLM


Todd A. Brost, CFP®

Senior Advisor


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