Events
Upcoming Events
More events are on the way! Check back soon for more information.
Past Events
July 24, 2025
5:30p - 6:30p
Zoom
Market Investments - Webinar
The webinar will provide clients with a concise, educational overview of key financial instruments, covering the role of stocks as equity investments with high return potential and risks, bonds as stable fixed-income securities for portfolio balance, mutual funds as diversified, professionally managed investment pools with varying cost structures, and ETFs as flexible, low-cost options that track indices or sectors, equipping attendees with foundational knowledge to make informed investment decisions.
January 16, 2025
5:00p - 6:00p
Virtual Webinar
Stable Investments - Webinar
A brief check-in about markets and a review of stable investment options like Money Markets, CDs, Treasuries, and Municipal Bonds. Feel free to invite your friends and loved ones. RSVP today to save your seat.
November 25, 2024
4:00p - 5:00p
Event Held via Zoom
Check-In Webinar - Post Election
Check-in Webinar
October 15, 2024
5:00p - 6:00p
DragonRidge Country Club
Advanced Wealth Management Strategies
Quick but informative information and guidance on the advanced topics affluent clients face