With our goal of helping you thrive before and during your retirement years, Keen Wealth Advisors is dedicated to providing you with ongoing online education workshops designed to keep you apprised of latest trends and updates that may impact your financial picture in retirement. Please register and join us for these informative webinars.


Second Quarter 2019 Market Recap and Outlook: Historically typical volatility returned in the second quarter of 2019. This volatility resulted in a pullback in excess of 6% in the S&P 500 during the month of May before recovering, then finishing near all-time highs by the close of June.

Influencing factors included:

  • Uncertainty surrounding U.S.-China trade relations
  • Future Federal Reserve interest rate policy
  • The state of the U.S. and global economies

Join us as Matt Wilson, CFP® discusses what drove the markets performance for the 1st half of 2019 and what to expect for the rest of the year.

Date and Time: July 25, 2019, 12:00 – 1:00 PM Central Time

Planning Makes A Difference: Financial Planning is about more than assets, investments and net worth. It’s about what you want to do with your money and why. It’s about identifying your concerns, expectations and goals – how you feel and what you want. In this webinar, we will address common fears and concerns such as healthcare costs, outliving your money and the best time to file for Social Security benefits. Rather than focusing on headlines, we will guide you through how likely you are to reach your goals and whether you are on track for retirement.

Date and Time: July 30, 2019, 12:00 – 1:00 PM Central Time



Market Update and Commentary: Matt Wilson, CFP® takes a look back on the first quarter of 2019 year and share his thoughts on what we may expect for the remainder of the year.

April 3, 2019: How Tax Planning Changes Through Four Stages of Retirement