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 or click the register button. 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

July 13, 2023

6:00p - 7:00p

Online Webinar via Zoom

Details For Attendees

Join 6:00 pm Zoom Meeting https://us02web.zoom.us/j/88924434714?pwd=VGh4aGg0QUY3TVhoc2V1YU5uMjhqQT09 Meeting ID: 889 2443 4714 Passcode: 873418 --- One tap mobile +13017158592,,88924434714#,,,,*873418# US (Washington DC) +13052241968,,88924434714#,,,,*873418# US --- Dial by your location • +1 301 715 8592 US (Washington DC) • +1 305 224 1968 US • +1 309 205 3325 US • +1 312 626 6799 US (Chicago) • +1 646 931 3860 US • +1 929 205 6099 US (New York) • +1 564 217 2000 US • +1 669 444 9171 US • +1 669 900 6833 US (San Jose) • +1 689 278 1000 US • +1 719 359 4580 US • +1 253 205 0468 US • +1 253 215 8782 US (Tacoma) • +1 346 248 7799 US (Houston) • +1 360 209 5623 US • +1 386 347 5053 US • +1 507 473 4847 US Meeting ID: 889 2443 4714 Passcode: 873418

Equity Market Risk: Downside Strategies That Help You Participate and Protect

July 13, 2023

12:00p - 1:00p

Online Webinar via Zoom

Details For Attendees

Join 12:00 Noon Zoom Meeting https://us02web.zoom.us/j/87430594835?pwd=M0NRZ2Jmbi9UTFRpSk5KNjdHMTJLdz09 Meeting ID: 874 3059 4835 Passcode: 564518 --- One tap mobile +13052241968,,87430594835#,,,,*564518# US +13092053325,,87430594835#,,,,*564518# US --- Dial by your location • +1 305 224 1968 US • +1 309 205 3325 US • +1 312 626 6799 US (Chicago) • +1 646 931 3860 US • +1 929 205 6099 US (New York) • +1 301 715 8592 US (Washington DC) • +1 719 359 4580 US • +1 253 205 0468 US • +1 253 215 8782 US (Tacoma) • +1 346 248 7799 US (Houston) • +1 360 209 5623 US • +1 386 347 5053 US • +1 507 473 4847 US • +1 564 217 2000 US • +1 669 444 9171 US • +1 669 900 6833 US (San Jose) • +1 689 278 1000 US Meeting ID: 874 3059 4835 Passcode: 564518

Equity Market Risk: Downside Strategies That Help You Participate and Protect

January 11, 2023

6:00p - 7:00p

Online Webinar via Zoom

Details For Attendees

Your personal link to our Zoom meeting: Topic: 2023 Market Outlook Time: Jan 11, 2023 06:00 PM Eastern Time (US and Canada) Join Zoom Meeting https://us02web.zoom.us/j/82510093183?pwd=b2ozMDNSdG1sTGdCYkRuaGhQTWlZdz09 Meeting ID: 825 1009 3183 Passcode: 587650 One tap mobile +19292056099,,82510093183#,,,,*587650# US (New York) +13017158592,,82510093183#,,,,*587650# US (Washington DC) Dial by your location +1 929 205 6099 US (New York) +1 301 715 8592 US (Washington DC) +1 305 224 1968 US +1 309 205 3325 US +1 312 626 6799 US (Chicago) +1 646 931 3860 US +1 719 359 4580 US +1 253 205 0468 US +1 253 215 8782 US (Tacoma) +1 346 248 7799 US (Houston) +1 360 209 5623 US +1 386 347 5053 US +1 507 473 4847 US +1 564 217 2000 US +1 669 444 9171 US +1 669 900 6833 US (San Jose) +1 689 278 1000 US Meeting ID: 825 1009 3183 Passcode: 587650 Find your local number: https://us02web.zoom.us/u/kecU4mrAhi

2023 Market Outlook

December 8, 2022

5:30p - 7:30p

Franklin Steakhouse

Details For Attendees

When you arrive, we'll be at the back side of the bar, just past the main part.

Holiday Happy Hour Q&A

May 26, 2022

12:00p - 12:30p

Online Webinar via Zoom

Details For Attendees

Join Zoom Meeting https://us02web.zoom.us/j/89634222212?pwd=OFJGelJPd25PdEphS0NhQUl6V0hvdz09 Meeting ID: 896 3422 2212 Passcode: 545568 One tap mobile +13126266799,,89634222212#,,,,*545568# US (Chicago) +19292056099,,89634222212#,,,,*545568# US (New York) Dial by your location +1 312 626 6799 US (Chicago) +1 929 205 6099 US (New York) +1 301 715 8592 US (Washington DC) +1 346 248 7799 US (Houston) +1 669 900 6833 US (San Jose) +1 253 215 8782 US (Tacoma) Meeting ID: 896 3422 2212 Passcode: 545568

Market Update - What to do Now?

May 26, 2021

6:00p - 7:00p

Online Webinar via Zoom

Details For Attendees

Join Zoom Meeting https://us02web.zoom.us/j/89475886514?pwd=K3R2SWJRNlZseWRqN3B5ZE1FTUNyZz09 Meeting ID: 894 7588 6514 Passcode: 025987 One tap mobile +13126266799,,89475886514#,,,,*025987# US (Chicago) +19292056099,,89475886514#,,,,*025987# US (New York) Dial by your location +1 312 626 6799 US (Chicago) +1 929 205 6099 US (New York) +1 301 715 8592 US (Washington DC) +1 346 248 7799 US (Houston) +1 669 900 6833 US (San Jose) +1 253 215 8782 US (Tacoma) Meeting ID: 894 7588 6514 Passcode: 025987

Financial Wellness Program

December 2, 2020

5:30p - 6:30p

Online Webinar via Zoom

Details For Attendees

Join Zoom Meeting https://us02web.zoom.us/j/86134744083?pwd=YVBySlBOMFN5TVhXM1hVMVlDV3FIdz09 Meeting ID: 861 3474 4083 Passcode: 767631 One tap mobile +13017158592,,86134744083#,,,,,,0#,,767631# US (Washington D.C) +13126266799,,86134744083#,,,,,,0#,,767631# US (Chicago) Dial by your location +1 301 715 8592 US (Washington D.C) +1 312 626 6799 US (Chicago) +1 929 205 6099 US (New York) +1 253 215 8782 US (Tacoma) +1 346 248 7799 US (Houston) +1 669 900 6833 US (San Jose) Meeting ID: 861 3474 4083 Passcode: 767631

A Pilot's Guide to Retirement

October 21, 2020

6:00p - 7:15p

Online Webinar via Zoom

Details For Attendees

Topic: Election 2020: Don't Vote with Your Portfolio Time: Oct 21, 2020 06:00 PM Eastern Time (US and Canada) Join Zoom Meeting https://us02web.zoom.us/j/81806299641?pwd=NWFMYUEyYnBpdXdHUkUxM25QNlhwdz09 Meeting ID: 818 0629 9641 Passcode: 859565 One tap mobile +13017158592,,81806299641#,,,,,,0#,,859565# US (Germantown) +13126266799,,81806299641#,,,,,,0#,,859565# US (Chicago) Dial by your location +1 301 715 8592 US (Germantown) +1 312 626 6799 US (Chicago) +1 929 205 6099 US (New York) +1 253 215 8782 US (Tacoma) +1 346 248 7799 US (Houston) +1 669 900 6833 US (San Jose) Meeting ID: 818 0629 9641 Passcode: 859565 Find your local number: https://us02web.zoom.us/u/kbRAN8NnF9

Election 2020: Don't Vote with Your Portfolio

September 2, 2020

1:00p - 2:00p

Online Webinar via Zoom

Details For Attendees

Join Zoom Meeting https://us02web.zoom.us/j/85698003024?pwd=aUxJdHdXcEd3WTB5RG11MTNhOFJodz09 Meeting ID: 856 9800 3024 Passcode: 401517 One tap mobile +13017158592,,85698003024#,,,,,,0#,,401517# US (Germantown) +13126266799,,85698003024#,,,,,,0#,,401517# US (Chicago) Dial by your location +1 301 715 8592 US (Germantown) +1 312 626 6799 US (Chicago) +1 929 205 6099 US (New York) +1 253 215 8782 US (Tacoma) +1 346 248 7799 US (Houston) +1 669 900 6833 US (San Jose) Meeting ID: 856 9800 3024 Passcode: 401517

The Retirement Shift In A COVID-19 World: The Big Items To Tackle Leading Up To The Day

July 15, 2020

6:00p - 7:00p

Online Webinar in the comfort of your own home

Details For Attendees

Thank you for registering, plese use this link to join the webinar: https://us02web.zoom.us/j/88524504931?pwd=WnhXL0hCZTRERFhyUXQvS2w4ZWgwZz09 Meeting ID: 885 2450 4931 Password: 619914 One tap mobile +19292056099,,88524504931#,,1#,619914# US (New York) +13017158592,,88524504931#,,1#,619914# US (Germantown) Dial by your location +1 929 205 6099 US (New York) +1 301 715 8592 US (Germantown) +1 312 626 6799 US (Chicago) +1 669 900 6833 US (San Jose) +1 253 215 8782 US (Tacoma) +1 346 248 7799 US (Houston) Meeting ID: 885 2450 4931 Password: 619914

The Retirement Shift in a COVID-19 World: The Big Items to Tackle Leading Up to the Day

Learn the important items to tackle leading up to your retirement. It's never too early to start the planning process.

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