SIG Private Roundtable Series · Life. Resources. Legacy.

Fully Engaged – Roundtable Event

A private roundtable for clients who feel busy, stretched, successful, or responsible for a lot—and want to become more intentional about how their time, energy, attention, and resources are being used.

  • Date
    September 23, 2026
  • Starts
    4:00 PM
  • Ends
    5:30 PM
  • Location
    SIG Chandler Office

SPEAKER

Michael Gauthier

Owner

SIG Chandler Office

Roundtable Event

Event Details:

Many people are productive, responsible, and outwardly doing well, yet privately sense that their lives are moving faster than their priorities. They may be managing a business, family responsibilities, aging parents, health goals, church or community commitments, financial decisions, and the daily demands of a full life. From the outside, things may look successful. Internally, the question may be different: Am I living with the level of clarity, margin, energy, and intentionality this season requires?

Fully Engaged is a private roundtable designed to help clients step back and evaluate how their time, attention, energy, and resources are being used. The conversation will focus on what is currently giving life, what may be quietly draining energy, what deserves better protection, and where small adjustments could create more alignment.

This conversation may be especially helpful for clients who feel stretched by competing responsibilities, are carrying a high level of leadership or family responsibility, are entering a demanding season, or simply want to be more intentional with the life they are building.

Participants will leave with a simple 30-day reflection and action step designed to help them protect what matters, reduce unnecessary drains, and move toward greater alignment.

Indicate Interest Today

10 of 10 total — space is limited

Event Date

September 23, 2026

Deadline: September 21, 2026
Event Time

4:00 PM

Arrive 10 Minutes Early
DIRECTIONS

SIG Chandler Office

Driving Directions
TEAMS LINK or QR CODE
Click Here
MEETING ID
PASSCODE

Indicate Your Interest

Interested in joining Fully Engaged? Please submit your indication of interest. Space is intentionally limited, and submitting interest does not automatically reserve a seat. A member of the SIG team will follow up personally to confirm availability or discuss a future opportunity.

Strategic Income Group – Chandler Office

Max Capacity: 12

Strategic Income Group – Peoria Office

Max Capacity: 12

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PEORIA OFFICE

Guest Registration Instructions

If you're bringing a guest please complete a second registration form.

CHANDLER OFFICE

Guest Registration Instructions

If you're bringing a guest please complete a second registration form.

SIG Employment Application

Complete The Fully Engaged – Roundtable Event Form To Apply

Staff Self Evaluation

SIG PLANNERS

Schedule Online

Meet with a Certified Financial Planner or Wealth Advisor—schedule your appointment today.
Laruie Simons - Certified Financial Planner Strategic Income Group

Laurie Simons

CFP®, CTFA®
Keri Alcos - CWS Strategic Income Group

Keri Alcos

CWS®

SIG Clients &
Investment Managers

Strategic Income Group clients; please click the "Client Meetings" button below. Investment Managers, please select the "Investment Managers" meeting button below.

SIG Clients &
Investment Managers

Strategic Income Group clients; please click the "Client Meetings" button below. Investment Managers, please select the "Investment Managers" meeting button below.

SIG Clients &
Investment Managers

Strategic Income Group clients; please click the "Client Meetings" button below. Investment Managers, please select the "Investment Managers" meeting button below.

SIG Clients &
Investment Managers

Strategic Income Group clients; please click the "Client Meetings" button below. Investment Managers, please select the "Investment Managers" meeting button below.
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SIG Employment Application

Complete The Fully Engaged – Roundtable Event Form To Apply

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    Keri Alcos, CWS ®

    Associate Financial Planner| Licensed Medicare Specialist
    (480) 999-9906
    Keri Alcos joins Strategic Income Group as a seasoned associate financial planner and licensed Medicare specialist with 20+ years in the financial services industry. Keri brings with her the Certified Wealth Strategist ® designation and she is also a Licensed Medicare Agent. Keri has significant expertise in managing investment portfolios and creating comprehensive financial plans for clients at large brokerage firms including, Charles Schwab & Company, Morgan Stanley, and USAA. She has a highly robust depth of knowledge in wealth management solutions, financial planning strategies, tax management, and Medicare health care solutions.

    As a former collegiate athlete, Keri has a passion for health and loves educating and helping others with Medicare solutions tailored to their unique health needs and wellness preferences. She was born in Southern California and graduated from the University of Cal State Long Beach with a BA in Psychology. Keri has been married to her wonderful husband Michael for almost 7 years, who retired from the United States Air Force after 20 years of service. As a blended family, they have four amazing children: Dylan (21), Katelyn (17), Ian (13) and Ella (5).

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