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Events

Upcoming Events

July 14, 2021

11:00a - 12:00p

Online (Zoom)

Register

Past Events

May 24, 2021

11:00a - 12:00p

Online

Cybercrime: How to Protect Yourself Against the Latest Threats

Featured guest speaker, Jeff Lanza, is a retired FBI Special Agent. He'll update us on the following: Identity Theft Online Account Takeovers Ransomware CEO/Wire Transfer Fraud Best Practices

April 27, 2021

11:00a - 12:00p

Online

Bond Investing Amidst Interest Rate Uncertainty

Why own bonds? Effects of changing interest rates Considerations when constructing a fixed income portfolio

March 18, 2021

1:00p - 2:00p

Online

In The Room with Dr. Ben Bernanke

In partnership with Cetera Advisor Networks, hear from former Federal Reserve Chair Dr. Ben Bernanke and Cetera's Chief Investment Officer, Gene Goldman.  Dr. Ben Bernanke helped guide the U.S. economy out of its worst recession of the century. His insights on how the economy can emerge and grow through times of adversity couldn’t come at a better time. You’ll gain insight into what's really happening at the Fed and why it matters, as Cetera’s Chief Investment Officer, Gene Goldman, takes you behind the scenes and IN THE ROOM during this one-on-one conversation.

February 24, 2021

11:00a - 12:00p

Online

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

Online

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

Phone

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

Online

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

Online

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.

Event Registration


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