Creating Purpose and Fulfillment Through Wealth

Creating Purpose and Fulfillment Through Wealth

Many individuals have engaged in some form of traditional estate planning – with wills, trusts, powers of attorney, etc., which is an excellent step toward transferring assets to your heirs. But how confident are you that your current estate plan will put your...
Finding Clarity in Your Career

Finding Clarity in Your Career

Listen our online webinar to provide hope, encouragement, and inspiration to anyone laid off, unemployed, or in career transition. Career coach Michael Thomas Sunnarborg shares stories, simple tools, and exercises designed to help you know yourself, clarify your...
Guide to Medicare

Guide to Medicare

Our webinar, sponsored by our Patina Solutions 401(k) Advisors Kyle Leipold and Jonas Edstrom at RBC Wealth Management, will feature guest speaker Ryan Bostwick of Transamerica. As one of Transamerica’s top mutual fund wholesalers, Ryan works closely with financial...
Guide to Social Security

Guide to Social Security

Our webinar, sponsored by our Patina Solutions 401(k) Advisors Kyle Leipold and Jonas Edstrom at RBC Wealth Management, features guest speaker Ryan Bostwick of Transamerica. As one of Transamerica’s top mutual fund wholesalers, Ryan works closely with financial...