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
July 8, 2026
11:45a - 1:30p
Manero's
The Basics of Estate Planning: Secure your Family's Future
I'd like to invite you to a presentation with a group of like-minded investors to review and discuss market insights and the Basics of Estate Planning
Important Disclaimer: Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC. The
economic forecasts set forth at this event may not develop as predicted and there can be no guarantee that strategies promoted will be successful.
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