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Events

Upcoming Events

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

Past Events

September 16, 2020

12:00p - 1:00p

Zoom Meeting: https://us02web.zoom.us/j/89630662138?pwd=elRYRWxRbzg2VUZBSDBjQkxvM0NKQT09

Buy! Sell! Hold! Decision Making and Human Psychology.

We are all remarkably complex and "awesomely weird.” Our personalities "have their way" with us,  Our motivations "make our decisions”. These traits shape our definition of wealth and Provide insights into how we view investing and Pursue our purpose. 

July 1, 2020

12:00p - 1:00p

Zoom Meeting: https://us02web.zoom.us/j/84217094773?pwd=OElIV2lHdWpRQ0h5VUNBaUJYOTlOUT09

Potential Investment Opportunities in the Market Today

Bryan Sajjadi provides insights from Fidelity Investments on opportunities in today's markets.

May 28, 2020

1:00p - 2:00p

The comfort of your own office or home

Covid 19 - The Virus, Its Impact and Beyond

COVID-19 What is it? How did it become a pandemic? What are the implications for the economy, the markets & our lifestyles? Jennifer Nichols, a member of the Janus Henderson investment team, will help us better understand the issues behind recent events as well as investment insights from her portfolio management colleagues at Janus Henderson.  Her bullet points and charts will help us understand how we got here and what the implications are for the economy, markets, and our lifestyles.

February 20, 2020

4:30p - 6:00p

The Feed Table & Tavern

SECURE Act & Wealth Transfer Strategies

Learn how the SECURE Act impacts IRAs and retirement plans, expands retirement plan options, and impacts wealth transfer strategies that involve retirement accounts from Brian Dobbis, a specialist in IRAs and retirement plans, Director of Retirement Solutions at Lord Abbett, and a frequent guest speaker at wealth management conferences throughout the United States.

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