Events

These events are for you to simply enjoy, learn more about yourself or to help you to invest in yourself…to bring greater life fulfillment and inject more enthusiasm. 

Please check our upcoming events below and let us know if we should include you!  

Upcoming Events

More events are on the way! Check back soon for more information.

Past Events

October 17, 2023

12:00p - 12:45p

Conference Call

Triada Advisors Q3 Market Update Call

Please join us on the next Triada Market Update Call on Tuesday, October 17th at 12:12pm. We anticipate the call to last approximately 45 minutes. We will give a brief update on the market and then hold a Q&A session.

July 20, 2023

12:00p - 6:30p

The Falls

Estates, Wills, and Trusts Seminar

We cordially invite you to an insightful and engaging in-person seminar on Estates, Wills, and Trusts, hosted by Triada Advisors and presented by Anthony Steinmetz, esteemed expert from Crowder and Scoggins, Ltd. This seminar will provide valuable information and guidance on estate planning strategies, ensuring your assets and wishes are protected for future generations. You have the option to join us for either lunch or dinner. The event details are as follows:

July 18, 2023

12:00p - 12:45p

Conference Call

Triada Advisors Q2 Market Update Call

Please join us on the next Triada Market Update Call on Tuesday, July 18th at 12:12pm. We anticipate the call to last approximately 45 minutes. We will give a brief update on the market and then hold a Q&A session.

June 7, 2023

11:00a - 12:00p

WEBINAR

Upcoming Webinar: Keys to Investing for Retirement and SECURE Act 2.0

Join us Monday, June 7th at 11:00 AM for a webinar where we will take a closer look at investing for retirement and the variety of investment vehicles available that may be of help to you. We will also be discussing SECURE Act 2.0 and how it may impact your retirement planning.

April 18, 2023

12:00p - 1:00p

Conference Call

Triada Advisors Market Update Call

Please join us on the next Triada Market Update Call on Tuesday, April 18th at 12:12pm. We anticipate the call to last approximately 45 minutes. We will give a brief update on the market and then hold a Q&A session.

January 17, 2023

12:00p - 12:45p

Conference Call

Triada Advisors Market Update Call

Please join us on the next Triada Market Update Call on Tuesday, January 17th at 12:12pm. We anticipate the call to last approximately 45 minutes. We will give a brief update on what has transpired in the market over the past month.

November 14, 2022

12:00p - 1:00p

WEBINAR

Upcoming Webinar: 2022 Year End Tax Planning

Join us Monday, November 14th at 12:00 PM for an end of the year tax planning webinar. 

October 5, 2022

10:00a - 11:30a

Webinar

Upcoming Webinar: Navigating Social Security And Medicare

Please join us on Wednesday, October 5th, at 10:00am. We will focus on providing practical advice for our retirement community.

August 16, 2022

12:00p - 12:45p

Conference Call

Triada Advisors Market Update Call

Please join us on the next Triada Market Update Call on Tuesday, August 16th at 12:12pm. We anticipate the call to last approximately 45 minutes. We will give a brief update on what has transpired in the market over the past week then hold a Q&A session with Bill Friebel, EVP, Head of Growth Initiatives with Cornerstone Wealth Management, LLC.

July 19, 2022

12:00p - 12:45p

Conference Call

Triada Advisors Market Update Call

Please join us on the next Triada Market Update Call on Tuesday, July 19th at 12:12pm. We anticipate the call to last approximately 45 minutes. We will give a brief update on the market and then hold a Q&A session.

July 15, 2022

5:45p - 10:45p

Gateway Grizzlies Stadium

Night at the Grizzles

To express our appreciation to our clients, we invite you to join the fun at Triada Advisors annual "Night at the Grizzlies" baseball game!

June 21, 2022

12:00a - 12:45p

Conference Call

Triada Advisors Market Update Call

Please join us on the next Triada Market Update Call on Tuesday, June 21st at 12:12pm. We anticipate the call to last approximately 45 minutes. We will give a brief update on the market and then hold a Q&A session.

May 17, 2022

12:00p - 1:45p

Conference Call

Triada Advisors Market Update Call

Please join us on the next Triada Market Update Call on Tuesday, May 17th at 12:12pm. We anticipate the call to last approximately 45 minutes. We will give a brief update on the market and then hold a Q&A session.

May 5, 2022

6:30p - 8:30p

Chaminade College Prep School

MIT - Agelab 8,000 days Seminar

Join Triada Advisors as they host the MIT AgeLab seminar, 8,000 Days, presented by Scott Stuckey of The Hartford Funds. Thursday, May 5, at Chaminade College Preparatory School - The Skip Viragh Center. Address: 425 S Lindbergh Blvd, Saint Louis, MO 63131.  The event will begin at 6:30pm and dinner will be served at 6:45 pm.

April 19, 2022

12:00p - 12:45p

Conference Call

Triada Advisors Market Update Call

Please join us on the next Triada Market Update Call on Tuesday, April 19th at 12:12pm. We anticipate the call to last approximately 45 minutes. We will give a brief update on what has transpired in the market over the past week then hold a Q&A session with Bill Rader, Managing Partner of Mountain Springs Lake Resort located within the Poconos Mountains in Pennsylvania.

March 15, 2022

12:00p - 1:00p

Conference Call

Triada Advisors Market Update Call

Please join us on the next Triada Market Update Call on Tuesday, March 15th at 12:12pm. We anticipate the call to last approximately 45 minutes. We will give a brief update on the market and then hold a Q&A session.

February 15, 2022

12:00p - 12:45p

Conference Call

Triada Advisors Market Update Call

Please join us on the next Triada Market Update Call on Tuesday, February 15th at 12:12pm. We anticipate the call to last approximately 45 minutes. We will give a brief update on the market and then hold a Q&A session.

February 14, 2022

9:00a - 10:00a

WEBINAR

Upcoming Webinar: Tax Changes for the 2022 Tax Season

Please join us on Monday, February 14, at 9:00am. We will focus on providing insight on the tax changes for the 2022 tax season.

December 21, 2021

12:00p - 12:45p

Conference Call

Triada Advisors Market Update Call

Please join us on the next Triada Market Update Call on Tuesday, December 21st at 12:12pm.  We anticipate the call to last approximately 45 minutes.  We will give a brief update on what has transpired in the market over the past week then hold a Q&A session with Jon Sander, Vice-President of Generation at Prairie State Energy Campus. 

December 17, 2021

5:00p - 9:00p

Open House

Christmas Open House

Join Triada Advisors in celebrating the blessings of the season. Friday December 17th - 5pm -9pm Come and go as you please.

December 8, 2021

12:00p - 1:00p

Webinar

Upcoming Webinar: Small Business Owners & Retirement

Our goal for this webinar is to show business owners how to enhance the value of their companies with business strategies that may also help them prepare for retirement. Aaron will be discussing Business Owners 5 top strategies to personal finance success and year end considerations. Gary will be discussing how to determine the real value of your business.

November 16, 2021

12:00p - 12:45p

Conference Call

Triada Advisors Market Update Call

Please join us on the next Triada Market Update Call on Tuesday, November 16th at 12:12pm. We anticipate the call to last approximately 45 minutes. We will give a brief update on the market and then hold a Q&A session.

October 20, 2021

10:00a - 11:30a

Webinar

Upcoming Webinar: Small Business Owners & Retirement

Please join us on Wednesday, October 20th, at 10:00am. We will focus on providing practical advice for our small business owners & retirement community.

October 19, 2021

12:00p - 12:45p

Conference Call

Triada Advisors Market Update Call

Please join us on the next Triada Market Update Call on Tuesday, October 19th at 12:12pm. We anticipate the call to last approximately 45 minutes.

September 21, 2021

12:00p - 12:45p

Conference Call

Triada Advisors Market Update Call

Please join us on the next Triada Market Update Call on Tuesday, September 21st at 12:12pm.  We anticipate the call to last approximately 45 minutes. 

August 18, 2021

9:00a - 10:30a

Webinar

Upcoming Webinar: Navigating Social Security And Medicare

Please join us on Wednesday, August 18th, at 9:00am. We will focus on providing practical advice for our retirement community.

August 17, 2021

12:00p - 12:45p

Conference Call

Triada Advisors Market Update Call

Please join us on the next Triada Market Update Call on Tuesday, August 17th at 12:12pm. We anticipate the call to last approximately 45 minutes.

July 20, 2021

12:00p - 12:45p

Conference Call

Triada Advisors Market Update Call

Please join us on the next Triada Market Update Call on Tuesday, July 20th at 12:12pm.  We anticipate the call to last approximately 45 minutes. 

July 9, 2021

6:45p - 8:45p

Gateway Grizzlies Stadium

Night at the Grizzles

To express our appreciation to our clients, we invite you to join the fun at a Gateway Grizzlies Game!

April 14, 2021

10:00a - 11:00a

WEBINAR

Upcoming Webinar: Navigating Social Security and Medicare

Please join us on Wednesday, April 14th, at 10:00am. We will focus on providing practical advice for our retirement community.

March 16, 2021

12:00p - 12:45p

Conference Call

Triada Advisors Market Update Call

Please join us on the next Triada Market Update Call on Tuesday, March 16th at 12:12pm.  We anticipate the call to last approximately 45 minutes. 

February 16, 2021

12:00p - 12:45p

Conference Call

Triada Advisors Market Update Call

Please join us on the next Triada Market Update Call on Tuesday, February 16th at 12:12pm.  We anticipate the call to last approximately 45 minutes.

January 19, 2021

12:00p - 12:45p

Conference Call

Triada Advisors Market Update Call

Please join us on the next Triada Market Update Call on Tuesday, January 19th at 12:12pm. We anticipate the call to last approximately 45 minutes. Featured Guest Speaker- Brandon Graham, a licensed insurance broker with Comprehensive Benefits who specializes in Medicare insurance.

December 15, 2020

12:00p - 12:45p

Conference Call

Triada Advisors Market Update Call

Please join us on the next Triada Market Update Call on Tuesday, December 15th at 12:12pm.  We anticipate the call to last approximately 45 minutes. 

November 17, 2020

Conference Call

Triada Advisors Market Update Call

Please join us on the next Triada Market Update Call on Tuesday, November 17th at 12:12pm.  We anticipate the call to last approximately 45 minutes. 

October 27, 2020

3:00p - 4:00p

WEBINAR

Upcoming Webinar: Business Taxes, CARES Act, Structuring Your Business

Please join us on Tuesday, October 27, at 3:00pm. We will focus on providing practical tax planning advice for our business community.

October 20, 2020

12:00p - 12:45p

Conference Call

Triada Advisors Market Update Call

Please join us on the next Triada Market Update Call on Tuesday, October 20th at 12:12 pm.  We anticipate the call to last approximately 45 minutes. Featured Speaker: Founder of Candescent Counseling, Consulting & Coaching, Dr. Marie Yvette Seltz.

September 15, 2020

12:00p - 12:45p

Conference Call

Triada Advisors Market Update Call

Please join us on Tuesday, September 15th at 12:12pm for our next call.  We anticipate the call to last approximately 45 minutes. 

August 25, 2020

12:00p - 12:45p

Conference Call

Triada Advisors Market Update Call

Please join us on Tuesday, August 25th at 12:12pm.  We anticipate the call to last approximately 45 minutes. 

June 30, 2020

12:00p - 12:45p

Conference Call

Triada Advisors Market Update Call

Please join us on the next Triada Market Update Call on Tuesday, June 30th at 12:12pm.  We anticipate the call to last approximately 45 minutes. 

June 23, 2020

12:00p - 12:45p

Conference Call

Triada Advisors Market Update Call

Please join us on the next Triada Market Update Call on Tuesday, June 23rd at 12:12pm.  We anticipate the call to last approximately 45 minutes.

June 16, 2020

12:00p - 12:45p

Conference Call

Triada Advisors Market Update Call

Please join us on the next Triada Market Update Call on Tuesday, June 16th at 12:12pm.  We anticipate the call to last approximately 45 minutes. Featured Speaker: CEO of Heartland Barge, Brian Mueller.

June 9, 2020

12:00p - 12:45p

Conference Call

Triada Advisors Market Update Call

Please join us on the next Triada Market Update Call on Tuesday, June 9th at 12:12pm.  We anticipate the call to last approximately 45 minutes. 

June 2, 2020

12:00p - 12:45p

Conference Call

Triada Advisors Market Update Call

Please join us on the next Triada Market Update Call on Tuesday, June 2nd at 12:12pm.  We anticipate the call to last approximately 45 minutes. Featured Speaker: Columbia, IL Chief of Police and EMS Director, Jerry Paul.

May 26, 2020

12:00p - 12:45p

Conference Call

Triada Advisors Market Update Call

Please join us on the next Triada Market Update Call on Tuesday, May 26th at 12:12pm. Featured Speaker: Congressman Mike Bost, U.S. Representative for Illinois' 12th congressional district.

May 19, 2020

12:00p - 12:45p

Conference Call

Triada Advisors Market Update Call

Please join us on the next Triada Market Update Call on Tuesday, May 19th at 12:12pm. We anticipate the call to last approximately 45 minutes.

May 12, 2020

12:00p - 12:45p

Conference Call

Triada Advisors Market Update Call

Join us on the next Triada Market Update Call on Tuesday, April 14th at 12:12pm. Featured Speaker: Bank President and CEO of First National Bank of Waterloo, Gary Hemmer.

May 5, 2020

12:00p - 12:45p

Conference Call

Triada Advisors Conference Call

Please join us on the next Triada Market Update Call on Tuesday, May 5th at 12:12pm.  We anticipate the call to last approximately 45 minutes.

April 28, 2020

12:00p - 1:00p

Conference Call

Triada Advisors - Local Business Q&A

Triada Advisors will give a brief update on what has transpired in the market over the past week then hold a Q&A session with the local small business owner of Schneider’s Quality Meats & Catering, Mark Lengacher, to discuss how his business has been managing through this time.

April 21, 2020

12:00p - 12:45p

Conference Call

Triada Advisors Market Update Call

Please join us on the next Triada Market Update Call on Tuesday, April 21st at 12:12pm.  We anticipate the call to last approximately 45 minutes.

April 14, 2020

12:00p - 1:00p

Conference Call

Triada Advisors Market Update Call

Join us on the next Triada Market Update Call on Tuesday, April 14th at 12:12pm. Featured Speaker: Dr. Michael Kirk

April 7, 2020

12:00p - 1:00p

Conference Call

Triada Advisors Conference Call

Please join us on the next Triada Market Update Call on Tuesday, April 7th at 12:12pm. 

March 31, 2020

12:00p - 1:00p

Conference Call

Triada Advisors Conference Call

Please join us on the next Triada Conference Call on Tuesday, March 31st at 12:12pm.  The markets continue to be volatile, news is coming in from all angles, but progress is being made! 

March 26, 2020

6:30p - 8:00p

American Legion

POSTPONED - SECURE Act Seminar - Dinner

Please join us for dinner at Columbia's American Legion on Thursday, March 26th. Dinner will be served at 6pm followed by The SECURE Act Seminar.

March 26, 2020

12:00p - 1:30p

American Legion

POSTPONED - SECURE Act Seminar - Luncheon

Please join us for lunch at Columbia's American Legion on Thursday, March 26th. Lunch will be served at 12pm followed by The SECURE Act Seminar.

Event Registration