Events Schedule

We invite you to join us for our ongoing series of informative and engaging events throughout the year. These include upcoming Breakfast with Brands, Lunch and Learn series, webinars, client appreciation events and more!

Please contact us at 636-532-7333 if you have any questions about reserving your space at one of our upcoming events.

We look forward to seeing you soon!

Jul
16
Webinar: From Ownership to Legacy: Insights on Exit Planning for Family Businesses
Join us on Tuesday, July 16th at 3:00 pm CT, for an insightful webinar where Todd Brand and Tim Egart, both Certified Exit Planning Advisors (CEPA®), share their thoughts on exit planning for family business owners. This session will cover the essential strategies and considerations to ensure a smooth transition of your business, preserving both family harmony and wealth across generations.

Nov
07
Navigating Grief through the Holidays
Thursday, November 7th at 10:00 am CT
This event will be with Greg DeNeal and will specifically speak to navigating your grief through the holiday season.
More information will be provided closer to the event date.
Dec
05
Christmas Open House
More information coming soon.