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Upcoming Events

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

Past Events

February 24, 2021

11:00a - 12:00p


International Investments Due-Diligence Call - Special Access!

Part of the Advanced Wealth Management Group investment research process includes frequently meeting with the large institutional research firms. This month, we will be meeting with American Funds | Capital Group, a global leader with investments in 1,000's of companies domiciled in over 36+ countries with $1.9 trillion in assets. You'll have the opportunity to hear analysis directly from the portfolio managers, gain insight into our research process, and better understand how it potentially impacts achieving your portfolio objectives.

January 21, 2021

11:00a - 12:00p


2021 Economic Perspectives: Where do we go from here?

Market outlook presented by Andrew Opdyke, CFA with First Trust, will discuss the coronavirus effects on GDP moving forward, political drama and near-term challenges, and influences that will likely propel our economy.

October 29, 2020

11:30a - 12:30p


U.S. Political Perspectives with Goldman Sachs

SUMMARY: John Tousley, CFA, is a senior strategist within Goldman Sach's Strategic Advisory Solutions will discuss the potential election outcomes and implications on markets. He'll also review historical market returns pre/post-election. Lastly, he'll review current policy proposals.

October 20, 2020

11:00a - 12:00p


Tax Strategies for the Current Landscape with Putnam Investments

SUMMARY: Mr. Cass is Director of Wealth Management Programs for Putnam Retail Management. He will discuss legislative highlights (SECURE Act and CARES Act). He'll also cover wealth planning considerations for today's environment.

October 7, 2020

11:00a - 12:00p


Timely Market Updates with JP Morgan

SUMMARY: Jack Manely, Vice President, is a Global Market Strategist on the J.P. Morgan Asset Management Global Market Insights Strategy Team. He will discuss the impact of COVID-19 on economies across the globe. He'll also review impacts of higher equity volatility and historically low yields and fixed income. Lastly, he will discuss how to focus on staying invested for the long-term in the face of such volatility.

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