Events
Upcoming Events
More events are on the way! Check back soon for more information.
Past Events
March 2, 2021
11:00a - 12:00p
Zoom Meeting
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.
November 10, 2020
2:00p - 3:00p
Zoom Meeting https://us02web.zoom.us/j/87001860916?pwd=Uk81TkRKckk4ZHlHaFVraGtid0ZzZz09
Market and Economic Implications of the Elections
Join us for a discussion of how the November 2020 elections may impact the economy and markets.
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.