Webinars
General Webinar Information
QUARTERLY WEBINARS
Financial Education, Done Better
Small Business Planning
FEBRUARY 26, 2025
Our Quarterly Webinar on Small Business Planning is designed to help entrepreneurs and business owners create strong financial foundations for their companies. Learn about tax strategies, succession planning, and cash flow management, all tailored to help your small business thrive. Gain the insights you need to drive growth and long-term success.
Retirement Income Planning
MAY 28, 2025
Planning for retirement doesn’t have to be complicated. In our Quarterly Webinar on Retirement Income Planning*, we’ll discuss strategies for building sustainable income streams during retirement. Our experts will walk you through investment options, tax implications, and how to optimize your assets for a comfortable and secure future.
Common Investment Vehicles
AUGUST 27, 2025
Understanding different investment vehicles is key to building a well-rounded portfolio. Join our *Quarterly Webinar on Common Investment Vehicles, where we’ll explore stocks, bonds, mutual funds, and more. Learn how these options can work for you and how to make smart, informed investment choices based on your financial goals.
Understanding Insurance
NOVEMBER 19, 2025
Insurance is a critical component of financial security. In our Quarterly Webinar on Understanding Insurance, we’ll cover the various types of insurance—life, health, disability, and more—and discuss how each can protect your financial well-being. Gain insights into choosing the right policies and ensuring that you’re adequately covered.
ALTERNATIVE INVESTMENTS WEBINARS
Alternative Investments Webinar - REITs
APRIL 16, 2025
Real Estate Investment Trusts (REITs) provide unique opportunities in the real estate market. Join our *Alts Webinar on REITs to learn how these investments work, their potential for growth, and how they can diversify your portfolio. Whether you’re a seasoned investor or new to real estate, this session offers valuable insights.
Alternative Investments Webinar - Infrastructure
JULY 16, 2025
Our Alts Webinar on Infrastructure dives into investment opportunities in infrastructure projects such as roads, bridges, and utilities. Explore how infrastructure investments can provide stable, long-term returns while diversifying your portfolio. Learn how to navigate this asset class for both growth and income.
Alternative Investments Webinar - Oil & Gas Partnerships
OCTOBER 15, 2025
The oil and gas sector offers unique investment potential in today’s market. In our *Alts Webinar on Oil & Gas, we’ll examine the ins and outs of this energy sector, including opportunities in exploration, production, and distribution. Gain insights into the risks, rewards, and future trends in oil and gas investments.
CSUITE HOLDINGS LLC is not affiliated with Proxy Financial or any of its subsidiaries. This website is meant for informational purposes only and should not be interpreted as investment, legal, or tax advice. The contents herein are independent of, and bear no implication or correlation to, any affiliated companies.
Contact Us
financial@c-suitenetwork.com
(605) 525-6065