The River Heights Chamber in partnership with the Chambers of Commerce from Apple Valley, Burnsville, Hastings and Lakeville are hosting Part 2, the next seven (in a series of 14), complimentary 30-minute impactful webinars with information and direction from local experts. Part 2 of this Webinar series will run April 20 - May 4 and will be recorded and posted for playback. The Real-Time Solutions webinars have been added to a River Heights Chamber Real-Time Solutions Webinars Playlist on YouTube here and are posted for playback on the Chamber's website here.
Financial Planning & Investing In These Uncertain Times
a. How should you invest now?
b. What to know about the money you already have invested?
c. What to expect in next 6-12 months?
President and LPL Registered Principal with Stonebrooke Wealth Management Inc.
Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.
Bob is a 20 yr veteran of the financial services industry, founder and President of Stonebrooke Wealth Management Inc., a Minnesota-based firm that specializes in providing financial expertise to those serious about improving their financial position and quality of life. He has attained the industry's advanced designations of Chartered Financial Consultant (ChFC) the Certified Life Underwriter (CLU) and the Chartered Advisor for Senior Living (CASL) designations. Additionally, Bob has been certified as a Behavioral Financial Advisor (BFA) and is currently working on his Retirement Income Certified Practitioner (RICP) designation. After working over 10 years for a Fortune 500 financial services company, the vision to provide quality solutions in an open environment became a reality. This vision was born out of an intense desire to provide clients with objective strategies throughout an independent financial planning process.
Financial Advisor with The Basballe Group, Focus Financial
With financial planning experience at Focus Financial since 1997, Laura’s conversational style brings out the best in the discovery process. She believes strongly in serving her clients ethically and comprehensively. Laura earned her B.S. degree in Psychology from Mankato State University (now Minnesota State University – Mankato) in 1990 and worked with young adults with special needs prior to becoming a financial advisor. Laura has served as a volunteer firefighter with the Apple Valley Fire Department since 2009 and has been president of her townhome association for nearly a decade. When not in the office, Laura unplugs from technology by getting outdoors or trying new recipes.
President/Owner of Casey Financial Services:
After graduating from the UW-LaCrosse with a degree in Accounting, Chris began his career as a Senior Tax Accountant at KPMG followed by a position as Senior Tax Consultant at Best Buy. He moved to the Financial Services industry in 2006, where Chris's enthusiasm for helping his clients achieve their personal financial goals has always been his passion. As a result, Chris has qualified for The Million Dollar Round Table as well as Chairman's Council several times and is a very active member of the Lakeville community. Chris and his wife Elizabeth reside in Lakeville, MN with their sons Andrew and Gavin and dog Dash. In his spare time, Chris enjoys coaching and/or supporting his kid's sports activities, exercising and spending time with family and friends.
This is a FREE webinar series, but registration is required as it is limited to 500 attendees.