Broker Check

Events

Whether it’s keeping up with trends or discussing some other topic, our firm is dedicated to providing sound information to our clients. Along the way, we like to have some fun, too. If any of the events below look interesting, please give us a call. We’ll be happy to add you to our guest list.

Upcoming Events

More events are on the way! Check back soon for more information.

Past Events

September 20, 2023

11:45a - 3:00p

Hutchinson Shores Resort and Spa

Midyear Outlook 2023: The Path Toward Stability

I'd like to invite you to a presentation with a group of like-minded investors to review and discuss market insights on what we can expect in the economy, policy, stocks, and bonds for the rest of 2023.

August 24, 2022

11:45a - 2:30p

Manero's Restaurant

Midyear Outlook 2022: Navigating Turbulence

I'd like to invite you to a presentation with a group of like-minded investors to review and discuss market insights on what we can expect in the economy, policy, stocks, and bonds for the rest of 2022.

March 31, 2022

11:45a - 2:00p

Hutchinson Shores Resort and Spa

Thriving in a Volatile Market

Please join me for a comprehensive presentation on the markets and the global economy and the opportunities and challenges that may lie ahead

August 26, 2021

12:00p - 2:00p

Dolphin Bar & Shrimp House

Midyear Outlook 2021: Picking Up Speed

Please join me for a comprehensive presentation on the markets and the global economy and the opportunities and challenges that may lie ahead

March 25, 2021

12:00p - 2:00p

Dolphin Bar & Shrimp House

Six Planning Ideas for 2021 and Beyond

Upcoming seminar to review the financial impacts of 2020 and look ahead to planning opportunities for 2021

Event Registration