About Our Events

Welcome to CUI Wealth Management's events page! Financial education is the key to achieving your long-term financial goals. That's why we offer a variety of events and workshops to help you gain knowledge to make informed financial decisions.

Our upcoming events include seminars on 401(k) management, retirement planning, investment strategies, and more. Our team of experienced financial advisors will be on hand to answer your questions and provide personalized advice. We often sponsor events that provide SHRM and HRCI continuing education credits (CE).

We also offer one-on-one consultations with our advisors for clients who want a personalized approach. Whether you're starting your financial journey or want to optimize your current portfolio, our advisors are here to help. Check out our event calendar and register today to secure your spot.