Events

FIVE RINGS EVENTS

COME TO LEARN, LAUGH AND NETWORK

WE ARE DREAMERS JUST LIKE YOU

It is our promise that your attendance will be both appreciated by our team and valued by your pocketbook.

At Five Rings Financial events, you’ll learn about concepts and solutions that can dramatically change the way you retire from professionals with decades of experience and expertise. Whether you’re comfortable with personal finances or you feel like you’re in the dark about money matters, we enthusiastically invite you to join us.

Come to learn, laugh and network at the event that fits your needs and your schedule. It is our promise that your attendance will be both appreciated by our team and valued by your pocketbook.

Money 101

Most of us attend school for more than a decade to learn about reading, writing and arithmetic –but never about our finances! Our agency was founded on the belief that Middle Americans should be provided with a sound education on how money works, and this exciting, innovative event proudly drives this tradition forward. Learn how to grow and protect your money for college funding, retirement planning or simply wealth accumulation – with money you never knew you had.

Wine, Women and Wealth

Wine, Women and Wealth, led by many of Five Ring’s top female producers, is part of our women’s social network. We are building a community of women who desire to take charge of their financial future, expand their knowledge, and build their confidence regarding money and wealth. Amazing things happen when women team up – especially when you add fine wine to the mix. Whether you’re at the end of your rope or the top of the corporate ladder, there is always more to learn about how you can make your money work for you.

PACIFIC TIME

	September 2023
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3	4	5 CA Encinitas Wine, Women & Wealth CA Encinitas Wine, Women & Wealth September 5, 2023 @ 6:00 pm - 8:00 pm Total Wine & More, Ranch Town Center, 1018 N El Camino Real, Encinitas, CA 92024, USA Use this link to RSVP: https://forms.gle/bBCP9bsZJMrPLQcT6 Wine, Women & Wealth is a nationwide community of women led by many of Five Ring’s top female producers. This is a community of women who desire to take charge of their financial future, expand their knowledge, and build their confidence regarding money and wealth. Amazing things happen when women team up – especially when you add fine wine to the mix. Whether you’re at the end of your rope or the top of the corporate ladder, there is always more to learn about how you can make your money work for you. Wine, Women & Wealth is offered in multiple locations across the country, we encourage you to attend a few in order to meet all of the amazing women in our community. View the calendar to register for an upcoming event and don’t forget to bring lots of business cards! Questions? Call us Toll Free at 1-844-810-1669 or at 760-206-7177 •	6 Money 101 - Live via Zoom - Ed McIntyre Money 101 - Live via Zoom - Ed McIntyre September 6, 2023 @ 7:00 pm - 8:00 pm https://5rf.zoom.us/my/money101 Link for Live Online Workshop - https://5rf.zoom.us/my/money101 Guests will be put in a waiting room - facilitator will admit each guest to the event. Please have your guest identified with their name in their zoom account. •	7 Coffee Chicks & Cash - with Susan/KWZ via Zoom ! Coffee Chicks & Cash - with Susan/KWZ via Zoom ! September 7, 2023 @ 10:00 am - 11:15 am Hosted by Susan McCormick & Katherine Zacharias over Zoom - all are welcome ! Zoom is 891 6510 7783 Password 07072022 ────────── Susan McCormick is inviting you to a scheduled Zoom meeting. Join Zoom Meeting https://us02web.zoom.us/j/89165107783 Password - 07072022 Find your local number: https://us02web.zoom.us/u/kqBHmlE14 ────────── •	8	9
10	11	12 Live Money 101 via Zoom - Ed Judd Live Money 101 via Zoom - Ed Judd September 12, 2023 @ 6:00 pm - 7:00 pm https://5rf.zoom.us/my/money101 Guest will be put in a waiting room - facilitator will admit each guest to the event. Please have your guest identified with their name in their zoom account. CA Solana Beach Money 101! CA Solana Beach Money 101! September 12, 2023 @ 6:00 pm - 8:00 pm Crust Pizzeria, 124 Solana Hills Dr, Solana Beach, CA 92075, USA Please RSVP for in-person here: https://forms.gle/PvQz3mqkFXx4ctvB6 Most of us attended school for more than a decade to learn about reading, writing and arithmetic-but we never learn about our finances! Five Rings Financial was founded on the belief the Middle Americans should be provided with a sound education on how money works, and this exciting, innovative event proudly drives this tradition forward. Explore how to grow and protect your money for college funding, retirement planning or simply wealth accumulation...with money you never knew you had while enjoying a bite to eat and friendly company. Money 101 is offered in various locations throughout the country, please use the link above to register for an upcoming event and join us for a complimentary meal and some great information (no sales pitch...we promise)! Contact us at deniseandchris@fiveringsfinancial.com with any questions. • •	13	14	15	16
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MOUNTAIN TIME

	September 2023
Sun	Mon	Tue	Wed	Thu	Fri	Sat
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3	4	5	6 Virtual Money 101 Virtual Money 101 September 6, 2023 @ 6:30 pm - 7:00 pm Jack Waldron Register at http://event.webinarjam.com/register/5/vyg57am See more details Money 101 - Live via Zoom - Andre Simoneau Money 101 - Live via Zoom - Andre Simoneau September 6, 2023 @ 7:00 pm - 8:00 pm https://5rf.zoom.us/my/money101 Link for Live Online Workshop - https://5rf.zoom.us/my/money101 Guests will be put in a waiting room - facilitator will admit each guest to the event. Please have your guest identified with their name in their zoom account. See more details • •	7 Virtual Money 101 Virtual Money 101 September 7, 2023 @ 11:30 am - 12:00 pm Jack Waldron Register at: https://event.webinarjam.com/register/6/n7y84ul See more details •	8	9
10	11	12 Live Money 101 via Zoom - Ed Judd Live Money 101 via Zoom - Ed Judd September 12, 2023 @ 6:00 pm - 7:00 pm https://5rf.zoom.us/my/money101 https://5rf.zoom.us/my/money101 Guest will be put in a waiting room - facilitator will admit each guest to the event. Please have your guest identified with their name in their zoom account. See more details Boulder - Wine, Women & Wealth Live Boulder - Wine, Women & Wealth Live September 12, 2023 @ 6:30 pm - 8:30 pm 920 Main St, Louisville, CO 80027, USA Contact host Kristin Lavelle at 303-514-1688 or kristin.lavelle@fiveringsfinancial.com with any questions. See more details CO - Wine, Women & Wealth - Arvada CO - Wine, Women & Wealth - Arvada September 12, 2023 @ 6:30 pm - 8:30 pm Boundless Body & Wellness: 5400 Ward R. Building 3 L80 Arvada, CO 80002 RSVP to Daley Krom at donnellyteamdaley@gmail.com or at 303-621-4243 or Michelle King at michelleleaking@gmail.com or her phone number at 303.842.3931 Wine, Women and Wealth is a nationwide community of women led by many of Five Ring’s top female producers. This is a community of women who desire to take charge of their financial future, expand their knowledge, and build their confidence regarding money and wealth. Amazing things happen when women team up – especially when you add fine wine to the mix. Whether you’re at the end of your rope or the top of the corporate ladder, there is always more to learn about how you can make your money work for you. Wine, Women & Wealth is offered in multiple locations across the country, we encourage you to attend a few in order to meet all of the amazing women in our community. See more details Westminster - Money 101 Westminster - Money 101 September 12, 2023 @ 6:30 pm - 8:00 pm Courtyard by Marriott Denver North/Westminster, 14355 Orchard Pkwy, Westminster, CO 80023, USA Most of us attended school for more than a decade to learn about reading, writing and arithmetic-but we never learn about our finances! Five Rings Financial was founded on the belief that Middle Americans should be provided with a sound education on how money works, and this exciting, innovative event proudly drives this tradition forward. Explore how to grow and protect your money for college funding, retirement planning or simply wealth accumulation...with money you never knew you had while enjoying a bite to eat and friendly company. Please RSVP to Trevor Jackson at Trevor@fiveringsfinancial.com ASAP due to limited seating. See more details Westminster - Money 101 Westminster - Money 101 September 12, 2023 @ 6:30 pm - 8:00 pm Courtyard by Marriott Denver North/Westminster, 14355 Orchard Pkwy, Westminster, CO 80023, USA Most of us attended school for more than a decade to learn about reading, writing and arithmetic-but we never learn about our finances! Five Rings Financial was founded on the belief that Middle Americans should be provided with a sound education on how money works, and this exciting, innovative event proudly drives this tradition forward. Explore how to grow and protect your money for college funding, retirement planning or simply wealth accumulation...with money you never knew you had while enjoying a bite to eat and friendly company. Please RSVP to Trevor Jackson at Trevor@fiveringsfinancial.com ASAP due to limited seating. See more details • • • • •	13 Wine, Women & Wealth - Centennial/Lone Tree, CO Wine, Women & Wealth - Centennial/Lone Tree, CO September 13, 2023 @ 6:00 pm - 8:00 pm Pink Poppy Studio, 7310 S Alton Way, Unit A, Centennial, CO 80112, USA Please join us as we build a community of amazing women who want to feel comfortable and build their confidence about money! You'll get to introduce yourself and meet other women of all different backgrounds to grow your network, so don't forget to bring your business cards if you have any! Amazing things happen when women team up – especially when you add fine wine to the mix. Whether you’re at the end of your rope or the top of the corporate ladder, there is always more to learn about how you can make your money work for you. Bring a friend, meet new friends, promote your business, and enjoy this fun and educational evening! Please RSVP to Amy VanDerBroek at 303-907-5626 or email amy@fiveringsfinancial.com See more details Virtual Money 101 Virtual Money 101 September 13, 2023 @ 6:30 pm - 7:00 pm Jack Waldron Register at http://event.webinarjam.com/register/5/vyg57am See more details • •	14 Virtual Money 101 Virtual Money 101 September 14, 2023 @ 11:30 am - 12:00 pm Jack Waldron Register at: https://event.webinarjam.com/register/6/n7y84ul See more details CO - Money 101 - Longmont - Ed Judd CO - Money 101 - Longmont - Ed Judd September 14, 2023 @ 6:15 pm - 7:45 pm Copper Sky Distillery, 110 Emery St Suite C, Longmont, CO 80501 Dannelle Stratton is your host. Please RSVP - 303-345-5468 or email: stratton.5rings@gmail.com Come in through the back by the patio - Look for a sign that says private event. See more details • •	15	16
17	18	19 AZ - Wine, Women & Wealth - Ahwatukee AZ - Wine, Women & Wealth - Ahwatukee September 19, 2023 @ 6:00 pm - 7:30 pm Bridge Wellness Center 4645 East Chandler Boulevard #100 Phoenix, AZ 85048 Please RSVP by using this link: https://www.eventbrite.com/e/wine-women-and-wealth-ahwatukee-september-tickets-699916167097?aff=oddtdtcreator If you have any questions please contact the Host: Trudi Kayser at trudic@fiveringsfinancial.com If 90% of women will be solely responsible for their own finances at some point in their lives... shouldn't we have a good relationship with money now? Wine, Women and Wealth ® is a no-cost financial education and networking event for those who are excited about building a community of women who feel GREAT about money! This is a FREE event! Now that's smart money! Please feel free to bring a friend and lots of business cards! A little 🍷tasting A little 💵 talk A little food 🧀 A little networking 🙋🏻 A LOT of great women 💄 See you there! Please register and if you cannot make it - let us know - we do have limited space! See more details •	20 CO - Wine, Women & Wealth - Loveland CO - Wine, Women & Wealth - Loveland September 20, 2023 @ 6:30 pm - 8:00 pm 1748 Topaz Dr, Loveland, CO 80537 Dannelle Stratton is your host. Please RSVP - 303-345-5468 or email: stratton.5rings@gmail.com See more details Virtual Money 101 Virtual Money 101 September 20, 2023 @ 6:30 pm - 7:00 pm Jack Waldron Register at http://event.webinarjam.com/register/5/vyg57am See more details • •	21 Virtual Money 101 Virtual Money 101 September 21, 2023 @ 11:30 am - 12:00 pm Jack Waldron Register at: https://event.webinarjam.com/register/6/n7y84ul See more details Hybrid Coffee, Chicks & Cash Hybrid Coffee, Chicks & Cash September 21, 2023 @ 11:00 am - 12:30 pm Coffee Chicks and Cash is now IN PERSON and ONLINE! What!!?? Come on out and join us for some great women's networking and money mindset! ONCE REGISTERED - YOU WILL ALSO BE PROVIDED WITH A ZOOM LINK IN YOUR CONFIRMATION EMAIL TO USE TO LOG ON IF NEEDED. REGISTRATION REQUIRED: Please register by using this link: https://www.eventbrite.com/e/coffee-chicks-and-cash-ahwatukee-networkinglearning-tickets-701928716687?aff=oddtdtcreator If you have any questions please reach out to Trudi Kayser at trudic@fiveringsfinancial.com Coffee Chicks & Cash is a fun gathering and networking event that supports women in finances and anything else that you need supporting in! We are building a community of women who feel great about money, and we want you to be a part of it! If 90% of women will be solely responsible for their own finances at some point in their lives..... shouldn't we have a good relationship with money now? Coffee, Chicks & Cash is a no-cost financial education and networking event for those who are excited about building a community of women who feel GREAT about money! This is a FREE event! Now that's smart money! Please feel free to bring or invite a friend! Coffee will be consumed together on this FUN in Person or Zoom event! Amazing things happen when women team up. Whether you’re at the end of your rope or the top of the corporate ladder, there is always more to learn about how you can make your money work for you. See more details • •	22	23
24	25	26 Money 101 - Live Via Zoom - Lyall Donnelly Money 101 - Live Via Zoom - Lyall Donnelly September 26, 2023 @ 6:00 pm - 7:00 pm https://5rf.zoom.us/my/money101 https://5rf.zoom.us/my/money101 Guests will be put in a waiting room - facilitator will admit each guest to the event. Please have your guest identified with their name in their zoom account. See more details CO - Live Wine, Women & Wealth - Denver CO - Live Wine, Women & Wealth - Denver September 26, 2023 @ 6:30 pm - 8:00 pm Park Lane Condominium, 460 S Marion St Pkwy, Denver, CO 80209 How To Find Us: This the middle building of the 3 tall condo buildings directly north of Wash Park. Free street parking is available, and the receptionist will buzz you in & guide you to the Party Room. Wine, Women and Wealth is a nationwide community of women who desire to take charge of their financial future, expand their knowledge, and build their confidence regarding money and wealth. Whether you’re at the end of your rope or the top of the corporate ladder, there is always more to learn about how you can build a better relationship with your money! Amazing things happen when we team up – especially when you add a little wine to the mix. (light snacks, water and wine will be provided) Bring a friend, meet new friends, promote your business, and enjoy this fun and educational evening. RSVP to Melissa Timberman at 303-417-1273 or at melissa@smartmoney.works See more details WW&W - Thornton, CO (Live) WW&W - Thornton, CO (Live) September 26, 2023 @ 6:30 pm - 8:30 pm York Street Depot, 12412 York St, Thornton, CO 80241, USA A little wine. A little food. A little financial information. A little networking with lots of great women just like you! Please join us as we build a community of amazing women who want to feel comfortable and build their confidence about money! You'll get to introduce yourself and meet other women of all different backgrounds to grow your network, so don't forget to bring your business cards if you have any! Amazing things happen when women team up – especially when you add fine wine to the mix. Whether you’re at the end of your rope or the top of the corporate ladder, there is always more to learn about how you can make your money work for you. Wine, Women & Wealth is offered in multiple locations across the country, we encourage you to attend a few in order to meet all of the amazing women in our community. Please RSVP to Della Young at 303-437-3786 or email della.young@fiveringsfinancial.com See more details • • •	27 CO - Live Money 101 - Denver - Eric Masters CO - Live Money 101 - Denver - Eric Masters September 27, 2023 @ 6:15 pm - 8:00 pm Lucy Restaurant: 5345 Landmark Pl, Greenwood Village, CO 80111 Description: LIVE Money 101 in Denver (DTC) w / presenter Eric Masters. Event starts at 6:30pm. Please RSVP to Eric Masters at ericmasters32@gmail.com See more details Virtual Money 101 Virtual Money 101 September 27, 2023 @ 6:30 pm - 7:00 pm Jack Waldron Register at http://event.webinarjam.com/register/5/vyg57am See more details • •	28 Virtual Money 101 Virtual Money 101 September 28, 2023 @ 11:30 am - 12:00 pm Jack Waldron Register at: https://event.webinarjam.com/register/6/n7y84ul See more details •	29	30

CENTRAL TIME

	September 2023
Sun	Mon	Tue	Wed	Thu	Fri	Sat
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3	4	5	6 Money, Mommy & Me - DFW Money, Mommy & Me - DFW September 6, 2023 @ 11:00 am - 12:00 pm https://us02web.zoom.us/meeting/register/tZAuce6prT4vGtSHcLmcezQFAnJA8N4YjrWH#/registration Contact Information: Kimberly Sulfridge (214) 906-1877 kimberly@fiveringsfinancial.com & Kimberly Y. Evans (214) 938-6350 kevans@purposedconsulting.com •	7 Wine, Women & Wealth - Oklahoma City Wine, Women & Wealth - Oklahoma City September 7, 2023 @ 11:30 pm - September 8, 2023 @ 1:00 am Five Rings OKC, 1000 W Wilshire Blvd #220, Oklahoma City, OK 73116, USA This Event is hosted by Michelle Niebrugge. Please RSVP to the OKC office by emailing okc@fiveringsfinancial.com. When this event is full, RSVP's will be cut off. Please be sure to RSVP as you have guests to guarantee a spot. To find our office, park on the north side of the complex along Wilshire Blvd. Walk up the stair well and through the breezeway. Turn left and our office is the 3rd door on the left. •	8 Wine, Women & Wealth - Oklahoma City Wine, Women & Wealth - Oklahoma City September 7, 2023 @ 11:30 pm - September 8, 2023 @ 1:00 am Five Rings OKC, 1000 W Wilshire Blvd #220, Oklahoma City, OK 73116, USA This Event is hosted by Michelle Niebrugge. Please RSVP to the OKC office by emailing okc@fiveringsfinancial.com. When this event is full, RSVP's will be cut off. Please be sure to RSVP as you have guests to guarantee a spot. To find our office, park on the north side of the complex along Wilshire Blvd. Walk up the stair well and through the breezeway. Turn left and our office is the 3rd door on the left. •	9
10	11 OKC - Money 101 OKC - Money 101 September 11, 2023 @ 6:30 pm - 8:00 pm Red Lobster, 4243 Northwest Expy, Oklahoma City, OK 73116, USA Please RSVP to Connor at 217-663-3053. Online Money 101 - Presenter: EVP Kimberly Y. Evans Online Money 101 - Presenter: EVP Kimberly Y. Evans September 11, 2023 @ 6:30 pm - 7:45 pm https://us02web.zoom.us/j/82137423768 Registration: https://us02web.zoom.us/meeting/register/tZYsdO6srDgtHNxoxhY71k53wOl6utobDxg9 Zoom Meeting ID: https://us02web.zoom.us/j/82137423768 Questions: Bennie & Kimberly Y. Evans info@purposedconsulting.com (214) 223-6458 or (214) 938-6350 ────────── • •	12 Wine, Women & Wealth - Online Event Wine, Women & Wealth - Online Event September 12, 2023 @ 6:30 pm - 8:30 pm https://us02web.zoom.us/j/93441000317 Registration Required: https://us02web.zoom.us/meeting/register/tJcpc-iorjspG9MolcY4QcJ5sAQ3uDs8zOhu "Online" location: https://us02web.zoom.us/j/93441000317 Contact Information: Kimberly Y. Evans (214) 938-6350 kevans@purposedconsulting.com •	13 Wine, Women & Wealth Wednesday - Online Lunch & Learn Wine, Women & Wealth Wednesday - Online Lunch & Learn September 13, 2023 @ 11:30 am - 1:00 pm https://us02web.zoom.us/j/84185222189 Registration Required: https://us02web.zoom.us/meeting/register/tZAsf-yqrDkrEt0ykFhEjBbbNiruCgEKaKgL "Online" location: https://us02web.zoom.us/j/84185222189 Contact Information: Kimberly Y. Evans (214) 938-6350 kevans@purposedconsulting.com •	14	15 Virtual Business Boot Camp with Michelle Niebrugge Virtual Business Boot Camp with Michelle Niebrugge September 15, 2023 @ 9:00 am - 12:00 pm Zoom Business Boot Camp is hosted by Michelle Niebrugge. To RSVP and receive the Zoom link for the event, please click here: https://www.eventbrite.com/e/virtual-business-boot-camp-tickets-704992480487?aff=oddtdtcreator You will receive the Zoom link to the event in your order confirmation email, and in a reminder email before the event starts. Click on the View Event button in your email to access the Zoom link. If you cannot find it, below is the Zoom ID and Passcode: Zoom Meeting ID: 823 5079 8991 Passcode: njghjOP22* Wine Women and Wealth Luncheon - Forney Wine Women and Wealth Luncheon - Forney September 15, 2023 @ 11:30 am - 1:00 pm Alfredo's Steakhouse, 111 E US Hwy 80, Forney, TX 75126, USA Wine, Women and Wealth is a nationwide community of women led by many of Five Ring’s top female producers. This is a community of women who desire to take charge of their financial future, expand their knowledge, and build their confidence regarding money and wealth. Amazing things happen when women team up – especially when you add networking in the mix. Whether you’re at the end of your rope or the top of the corporate ladder, there is always more to learn about how you can make your money work for you. Wine, Women & Wealth is offered in multiple locations across the country, we encourage you to attend a few in order to meet all of the amazing women in our community. View the calendar to register for an upcoming event and don’t forget to bring lots of business cards! Contact Susan Bennett - White at 972-839-5910 / susanbwhite14@gmail.com to register or Kristina Messenger for questions - 903-624-9891 or kristina@onemoonconsulting.com Wine, Women & Wealth - Murphy - In Person Event Wine, Women & Wealth - Murphy - In Person Event September 15, 2023 @ 11:30 am - 1:00 pm Murphy Activity Center 201 N. Murphy Rd. Murphy, TX 75094 Contact Information: Bree Hudson (469) 867-0138 bree.hudson@fiveringsfinancial.com or Contact Information: Kimberly Y. Evans (214) 938-6350 kevans@purposedconsulting.com ────────── • • •	16
17	18 Live Online Money 101 - Presenter: NVP Erica Moore Live Online Money 101 - Presenter: NVP Erica Moore September 18, 2023 @ 7:30 pm - 8:45 pm https://money101-04-17-2023.eventbrite.com Registration: https://money101-04-17-2023.eventbrite.com For information, contact Erica Moore erica.moore@fiveringsfinanical.com 703-906-2905 •	19	20 Money, Mommy & Me - DFW Money, Mommy & Me - DFW September 20, 2023 @ 7:30 pm - 8:30 pm https://us02web.zoom.us/meeting/register/tZAuce6prT4vGtSHcLmcezQFAnJA8N4YjrWH#/registration Contact Information: Kimberly Sulfridge ((214) 906-1877 kimberly@fiveringsfinancial.com & Kimberly Y. Evans (214) 938-6350 kevans@purposedconsulting.com •	21	22	23
24	25 TX - Wine, Women & Wealth Live - Galveston County TX - Wine, Women & Wealth Live - Galveston County September 25, 2023 @ 6:00 pm - 8:00 pm The Ivory Room, 301 W Edgewood, Friendswood, TX RSVP to Darlene Tatlow - dartatlow@gmail.com or 720-378-3988 Wine, Women and Wealth is a nationwide community of women who desire to take charge of their financial future, expand their knowledge, and build their confidence regarding money and wealth. Whether you’re at the end of your rope or the top of the corporate ladder, there is always more to learn about how you can build a better relationship with your money! Amazing things happen when we team up – especially when you add a little wine to the mix. (light snacks, water and wine will be provided) Bring a friend, meet new friends, promote your business, and enjoy this fun and educational evening. •	26	27 TX - In-Person Frisco/Plano Wine, Women & Wealth TX - In-Person Frisco/Plano Wine, Women & Wealth September 27, 2023 @ 6:30 pm - 8:30 pm On the Marquee 6560 John Hickman Pkwy ste 100, Frisco, TX 75034 Register here: bit.ly/3LlWRIm Contact: Kimberly Y. Evans (214) 938-6350 kevans@purposedconsulting.com •	28	29	30

FIVE RINGS EVENTS

COME TO LEARN, LAUGH AND NETWORK

WE ARE DREAMERS JUST LIKE YOU

EVENTS

Money 101

Wine, Women and Wealth

PACIFIC TIME

September 2023

MOUNTAIN TIME

September 2023

CENTRAL TIME

September 2023

EASTERN TIME

September 2023

WANT TO LEARN MORE?

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