Broker Check


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 presenter 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.

Upcoming Events

June 8, 2022

5:30p - 7:00p

Desert Rock Winery & Distillery


Planning for Life Events Happy Hour

Come for the wine + bites and stay for a brief conversation around Planning for Life Events: Transition periods, prepping for marriage, managing student loans, how much to save/invest, & more!

Past Events

May 24, 2022

4:00p - 5:00p

Google Meet

Estate & Investment Planning Workshop

Alison of Stine Wealth Management & Michael R. Helbert, Esq. invite you to an Estate & Investment Planning Workshop

January 13, 2022

5:00p - 6:00p

Zoom Webinar

Market Update Webinar

Market Update and 2022 Outlook

November 3, 2021

5:30p - 7:00p

State 48 Lager House

Happy Hour

Join us for happy hour Wednesday, November 3rd @ 5:30pm, at State 48 Lager House in North Scottsdale!

September 16, 2021

5:30p - 7:00p

Kelly’s at Southbridge

July 22, 2021

5:00p - 6:00p

Google Meet

Event Registration