| 2023 | | | | |
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| January-12 | Rebecca Pearson | Dunham Funds | Maximize Social Security: Minimize Taxes | |
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| 2022 | | | | |
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| January-26 | Roger Cantu | One America | Great Retirement Income Gap | |
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| March-09 | Brad Duffy | Black Creek Capital Markets, LLC | Distribution Warehouses: Investing in the Power of e-Commerce & Logistics | |
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| May-18 | Eric Holmes | Jackson National Life Insurance | Play on Purpose: Putting the Power of Play to Work in Retirement | |
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| June-08 | Brad Duffy | Black Creek Capital Markets, LLC | ARES Industrial Real Estate Income Trust | |
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| August-26 | Zach Holley | Inland Securities Corporation | Inland MH Ventures Fund II | |
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| November-16 | Eric Holmes | Jackson National Life Insurance | Retirement Income Bootcamp - Going Down the Mountain! | |
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| December-14 | Jay Kaplan | Equitable | Share Your Love: Estate Planning | |
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| 2021 | | | | |
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| February-24 | Brad Duffy | Black Creek Capital Markets, LLC | Black Creek Industrial REIT IV | |
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| March-30 | Rebecca Pearson | Dunham Funds | IRA Trust Trilogy Planning for the Ones You Love. What you must know when leaving IRAs to Children | |
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| April-20 | Mark Doremus | Hines Securities, Inc. | Hines Global Income Trust | |
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| May-25 | Brian Perkes | Adivors Asset Management | Disrupting the Chain | |
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| July-20 | Tom Van Vuren | Alley Company, LLC | Alley Company Dividend Portfolio Update | |
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| August-24 | Eric Holmes | Jackson National Life Insurance | Retire on Purpose | |
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| October-21 | Brian Perkes | Advisors Asset Management | Disrupting the Chain | |
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| December-02 | Mark Doremus | Hines Securities, Inc. | Hines Global REIT | |
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| 2020 | | | | |
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| January-16 | Rebecca Pearson | Dunham | Things To Think About Before A Bear Market | |
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| February-18 | Eric Holmes | Jackson National Life Insurance | Going Down the Numbers Beyond Financial Planning, Creating the Life You Want | |
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| March-17 | Mark Doremus | Hines Securities, Inc. | EVENT CANCELLED - COVID 19 | |
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| April-21 | Mike Morris | Franklin Templeton Distributors | The Home Stretch: Seven Things You Need to Do in the Decade Before You Retire | |
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| May-19 | Brad Duffy | Black Creek Capital Markets, LLC | Black Creek Industrial REIT IV | |
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| June-23 | Mark Doremus | Hines Securities, Inc. | Hines Global Income Trust | |
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| July-21 | Brian Perkes | Adivors Asset Management | The Power of e-Commerce | |
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| August-18 | Tom Van Vuren | Alley Company, LLC | Alley Company, LLC | |
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| September-22 | Rebecca Pearson | Dunham | COVID-19 Self Care: Improving the 5 Domains of Well Being | |
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| October-20 | Dave Northrup | First Trust | The Road to Recovery | |
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| 2019 | | | | |
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| January-31 | Dale Phillips | Core Group USA | Estate planning | |
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| February-28 | Alan Shaw | Bluerock | Blue Rock Total Income + | |
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| March-20 | Dave Northrup | First Trust | Reasons to be Bullish | |
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| April-24 | Eric Holmes | Jackson National Life | Retirement Income Bootcamp | |
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| May-29 | Mike Morris | Franklin Templeton Distributors | Six Barriers to Investment Success | |
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| June-18 | Lance O'Neal | Sammons Retirement Solutions | Planning for Retirement Health Care Costs | |
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| July-31 | Mark Doremus | Hines Securities, Inc. | Hines Global Income Trust | |
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| August-21 | Dale Phillips | The C.O.R.E. Group USA | Understanding Long Term Care | |
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| September-24 | Brian Perkes | Advisors Asset Management | The Power of e-Commerce | |
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| October-30 | Chuck Hutchinson | Fidelity Institutional Asset Management | Investment Themes | |
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| December-17 | Alan Shaw | Bluerock | Blue Rock Total Income + | |
