Thank you for your interest in the D.R.E.A.M. seminar series. These events are sponsored by Bearing Financial, LLC and cover varying topics related to investing and finance.

We are constantly adding new seminars. Be sure to check back here often.

Upcoming Seminars

The Living Portfolio: A Logical Approach To Containing Your Investment Risk

This informational seminar covers investment risk and how the D.R.E.A.M. System, a rules-based portfolio management methodology, can help curb risk-exposure.

Securities and Advisory Services offered through VSR Financial Services, Inc., a Registered Investment Advisor and Member FINRA and SIPC. Bearing Financial Advisors, LLC is not owned or controlled by VSR Financial Services, Inc.

Seminar Information:

Check back in early 2015!


Securities and Advisory Services offered through Calton & Associates, Inc., a Broker/Dealer Member FINRA/SIPC.

Bearing Financial Advisors, LLC and Calton & Associates, Inc. are independent, non-affiliated entities.


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