Events

Upcoming Events

April 1, 2021

6:00p - 8:00p

Maggiano's Little Italy Restaurant

04-01-2021 Educational Workshop Event (Missouri)

"Finding the Missing Piece In Your Financial Plan" Tips and Strategies for the next decade and beyond. Presented by Pines Wealth Management Lon W. Broske, CFS, CFP® Cliff Van Ittersum, CFP®

April 7, 2021

6:00p - 8:00p

1818 Chophouse Restaurant

04-07-2021 Educational Workshop Event (Illinois)

"Finding the Missing Piece In Your Financial Plan" Tips and Strategies for the next decade and beyond. Presented by Pines Wealth Management Lon W. Broske, CFS, CFP® Cliff Van Ittersum, CFP®

June 19, 2021

12:00p - 3:00p

Laumeier Sculpture Park

06-19-2021 Client Appreciation Event

BBQ at Laumeier Sculpture Park with Jest Murder Mystery. Bring your family or a guest for pure fun and entertainment. Hosted By: Lon W. Broske, CFS, CFP® Cliff Van Ittersum, CFP® We hope to see you there! Please note: Only clients and their family or guest can register for this event. Thank you!

September 28, 2021

6:00p - 8:00p

TBD

09-28-2021 Educational Workshop Event

"Retire Happy" Happiness: Your definition Goals: Clarify what they mean to you Cost: Know what it will require:  Presented by Pines Wealth Management Presented by Pines Wealth Management Lon W. Broske, CFS, CFP® Cliff Van Ittersum, CFP®

November 18, 2021

5:30p - 8:30p

Marcus Des Peres Cinema

11-18-2021 Client Appreciation Event

"Night at the movies" Clients are invited to bring their family or a guest for some fun Holiday entertainment. Hosted By: Lon W. Broske, CFS, CFP®  Cliff Van Ittersum, CFP® We hope to see you there!  Please note: Only clients and their family or guest can register for this event. Thank you!

December 5, 2021

5:00p - 9:00p

Fox Theatre

12-05-2021 Client Advocate Event

"Enjoy a show at the Fabulous Fox Theatre" For those clients who introduce us to friends, colleagues, family members, or bring them to our educational workshops. This is our way of saying Thank you! Hosted By:  Lon W. Broske, CFS, CFP® Cliff Van Ittersum, CFP® 

Past Events

August 26, 2020

1:00p - 2:00p

Virtual Webinar: Pines Wealth Management

(Webinar) Part II: What Is Important To Know About Social Security

Host: Lon W. Broske, CFS®, CFP®  (Webinar) Part II: What Is Important To Know About Social Security Here is What You'll Learn: 3 Stages for filing for early Strategy 1: Benefit Options for Couples Strategy 2: Survivor Benefit Options

August 19, 2020

1:00p - 2:00p

Virtual Webinar (Pines Wealth Management)

(Webinar) Part 1: What Is Important To Know About Social Security

Host: Lon W. Broske, CFS®, CFP®  What Is Important To Know About Social Security? History of Social Security Important Terms and Definitions How can you coordinate spousal benefits? (Three Opportunities to maximize benefits)

June 17, 2020

4:00p - 5:00p

Pines Wealth Management

Should I Make a Roth IRA Conversion?

Primary items to consider before making a IRA Roth Conversion: Current and Future Tax Bracket Expected Income Sources Types and Amounts in Different Investment Accounts Time left until withdrawals needed Comfort Level with Investment Risk

April 7, 2020

6:00p - 8:00p

1818 Chophouse

Workshop: April (Postponed)

Tips and Strategies for the next decade and beyond

April 1, 2020

6:00p - 8:00p

Maggiano's Little Italy Restaurant

Workshop: April 1, 2020

Tips and Strategies for the next decade and beyond

April 1, 2020

6:00p - 8:00p

Maggiano's Little Italy Restaurant

Workshop: April (Postponed)

Tips and Strategies for the next decade and beyond

May 29, 2019

12:00a - 11:45p

St. Louis

Event Registration