Events

Disruption and Secular Trends

Disruptive technologies became wildly popular among investors following the appearance of Covid-19 and the resulting changes in societal behavior over a year ago.  As markets and societies have begun adjusting to the idea of a post-Covid world, the question of which disruptive trends are here to stay is one worth asking.  Bryan Sajjadi of Fidelity Investments will help us address that question, giving us Fidelity's view of which trends are secular in nature, at our next virtual event on Monday, December 6th at 10am.

An Informal Conversation about Economics and Markets

What do retirement accounts, HSAs, and wealth transfer strategies have in common? The SECURE Act!

Learn how Health Savings Accounts (HSAs) may form an important part of your retirement plan, what to watch out for when using retirement plans as a part of your wealth transfer plan, and how the SECURE Act impacts IRAs, retirement plans, and expands retirement plan options from Brian Dobbis, a specialist in IRAs and retirement plans, Director of Retirement Solutions at Lord Abbett, and a frequent and engaging speaker at wealth management conferences throughout the United States.

Market and Economic Implications of the Elections

Join us for a discussion of how the November 2020 elections may impact the economy and markets.

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. 

Potential Investment Opportunities in the Market Today

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

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.

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.