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
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