Events
Upcoming Events
Hidden Risk Prevention - Learn How To Defend Against Identity Theft
As our digital world continues to evolve, so do the risks of identity theft, fraud, and data breaches. Discover practical strategies to help protect your personal information, and learn how to recognize potential threats before they become serious.
Attendees of this seminar and other seminars should always take the time to research the firm and its financial advisers as wells as the products being offered before opening an account or making a purchase. The Securities and Exchange Commission (SEC), FINRA, and State Regulators makes a variety of tools available to investors to assist them in understanding investment products and investigating a broker or other financial professional before investing. The host of this information is a registered representative of GWN Securities, Inc. and/or independent insurance agent. The presenter of this invitation as well as the information presented at the seminar is not related to, endorsed by nor connected with and not approved by any Government Agency or organization. Although the seminar is providing information of value to consumers, the seminar is a solicitation for investment products.
Hidden Risk Prevention - Learn How To Defend Against Identity Theft
As our digital world continues to evolve, so do the risks of identity theft, fraud, and data breaches. Discover practical strategies to help protect your personal information, and learn how to recognize potential threats before they become serious.
Attendees of this seminar and other seminars should always take the time to research the firm and its financial advisers as wells as the products being offered before opening an account or making a purchase. The Securities and Exchange Commission (SEC), FINRA, and State Regulators makes a variety of tools available to investors to assist them in understanding investment products and investigating a broker or other financial professional before investing. The host of this information is a registered representative of GWN Securities, Inc. and/or independent insurance agent. The presenter of this invitation as well as the information presented at the seminar is not related to, endorsed by nor connected with and not approved by any Government Agency or organization. Although the seminar is providing information of value to consumers, the seminar is a solicitation for investment products.
Past Events
July 21, 2026
10:00a - 11:00a
Zoom Webinar
Giving the Gift of Education- Learn how to take advantage of a 529 plan
Join us for an upcoming webinar where we will explore how a 529 education savings plan can help you work toward funding your educational goals—or those of a loved one. We'll discuss the potential tax advantages of a CollegeAmerica® account and how this plan can serve as a thoughtful addition to your financial wellness strategy.
Attendees of this seminar and other seminars should always take the time to research the firm and its financial advisers as wells as the products being offered before opening an account or making a purchase. The Securities and Exchange Commission (SEC), FINRA, and State Regulators makes a variety of tools available to investors to assist them in understanding investment products and investigating a broker or other financial professional before investing. The host of this information is a registered representative of GWN Securities, Inc. and/or independent insurance agent. The presenter of this invitation as well as the information presented at the seminar is not related to, endorsed by nor connected with and not approved by any Government Agency or organization. Although the seminar is providing information of value to consumers, the seminar is a solicitation for investment products.
December 9, 2025
Zoom Webinar
Giving the Gift of Education- Learn how to take advantage of a 529 plan
We will be hosting a webinar to help you understand why an education savings plan can help you realize an educational goal for yourself or someone you love, how a 529 tax advantage can work for you, and how a 529 will round out a comprehensive financial wellness plan with a CollegeAmerica® account.
August 19, 2025
6:30p - 7:00p
Bespoke Events
Social Security Planning Workshop
Please join us for our upcoming co-hosted event with Nationwide's Retirement Institute to learn more about the Social Security Planning process, and how the recent changes regarding WEP (Windfall elimination) and the GPO (Government Pension Offset). RSVP today to save your seat!
June 5, 2025
4:00p - 5:00p
Zoom Webinar
Attend an educational workshop about Defending Against Identity Theft
Planning for your financial future is a balancing act between risk and reward. Investors need strategies to tackle downside risks and avoid setbacks with their long-term growth. Historically, approaches such as Diversification, Life Insurance and Annuities have worked to manage these risks. However, a new, hidden risk lurks as a threat to savers: the risk of significant loss to fraud and identity theft. This seminar will discuss “the hidden risk” and provide various strategies for a strong defense against Identity Theft.
April 23, 2025
6:00p - 7:00p
Online Workshop
Social Security Planning Workshop (4/23)
Please join us for our upcoming co-hosted event with Nationwide's Retirement Institute to learn more about the Social Security Planning process, and how the recent changes regarding WEP (Windfall elimination) and the GPO (Government Pension Offset). RSVP today to save your seat!