Events

Mid-Year Outlook with RTI Wealth Management

Join RTI Wealth Management & First Trust Portfolios for a live interactive WebEx.

Pickleball Class & Social

Come learn how to play! Space is limited.

Women & Wealth

Learn how to build lasting wealth, the fundamentals of investing, and how to use your financial voice to achieve empowered outcomes. 

Money & Mimosas

RTI Wealth Management & MFS Presents: Money & Mimosas. Savvy Women, Smart Investors. How to be financially aware and confident.

Shred It!

Post-Tax - Spring Cleaning Event. Drop Off DAILY M-F 9 - 1 pm. ALL of MAY - Come say "Hi"

Spring Into Wellness

Reset your day with friends & yoga.  Join the very talented Katie Schiffgen - 1,000 hr Certified Yoga Instructor, Somatic BreathworkTM Facilitator, International Retreat Guide for a very special restore and breath work class. This private class is for you and your guest. A great way to recenter, laugh and greet Spring! "My offerings are all intended to bring you deeper into your body and help you develop a more authentic connection to your Self!" Katie

Emotional Investing - Learn How to both Keep Emotions & Investing on Track

Join us for our new monthly LIVE-Virtual Lunch & Learn Series. Each month we will host a live interactive discussion with industry experts, analysist, and lifestyle leaders to dive into investing, health, and lifestyle topics to give you access to the most current and timely information that supports your journey.

Shred It!

Post-Tax - Spring Cleaning Event. Drop Off DAILY M-F 9 - 1 pm. ALL of APRIL - Come say "Hi"

Where do we go from here?

Where do we go from here? How could the mid-term election impact the markets and economy? Join this LIVE webinar with RTI Wealth Management and Bob Stein, Chief Deputy Economist for First Trust Portfolios for an in-depth interactive discussion post-mid-term elections.

October Social Fest

Finding Success Through Sleep

Gun Safety & Basics Course

The course covers fundamentals for handling a handgun with lots of hands-on training. The class concentrates on safety, proficiency, malfunctions, disassembly/assembly, and cleaning the handgun. Also, the course includes scenario-based training such as the basics of home cleaning, evasion, and the use of cover and concealment.

Gun Safety & Basics Course

The course covers fundamentals for handling a handgun with lots of hands-on training. The class concentrates on safety, proficiency, malfunctions, disassembly/assembly, and cleaning the handgun. Also, the course includes scenario-based training such as the basics of home cleaning, evasion, and the use of cover and concealment.

Social Security Dinner

Social Security Options to help you maximize your benefits. Topics on the agenda include Social Security Essentials, Benefits and Options, Strategies to Consider, eligibility, sustainability and more.

Estate Planning - Building a Legacy That Withstands Legislation Changes

Join RTI Wealth Management and Andrew L. Howell for a frank conversation on Estate & Tax Planning for an enduring legacy, given current and proposed legislation.

Markets in 2022, Now What? RTI Active Investment LIVE Discussion

We have been listening to earning calls, meeting with fund managers, joining 2022 outlook panels, working with CPA and attorneys to understand possible regulation changes. We have a few thoughts and opinions... and questions we know you will find valuable.

You are Invited to a Zoom Workshop!

Join us on Tuesday, October 5th at 2 pm MDT for our webinar: How to Tame Healthcare Costs When You Retire Most of us look forward to retirement as a time to shift gears, worry less, and enjoy a slower pace of life. But that rosy picture can quickly change and include some sticker shock as retirement nears, especially when it comes to paying for health care. Let us help you! We look forward to you joining us for the Healthcare in Retirement Medicare Workshop on October 5th!