Broker Check

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. 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

November 10, 2021

11:00a - 12:00p

Virtual Webinar

Turbulent Market? Is your portfolio prepared?

Turbulent times ahead? How will your portfolio managers handle a sudden flash crash? Join Shardea Ages, CFP®; Emma Foulkes, CFP®; as the welcome Chris Wilson from Ocean Park investments. We will discuss why active management out performs index funds in down markets.

October 13, 2021

11:00a - 12:00p

Virtual Webinar

Create your own pension - How Pensions add stability to your retirement portfolio

Learn how to build your own guaranteed pension for your retirement.

October 6, 2021

11:00a - 12:00p

Virtual Webinar

Tax Codes and After Tax Wealth

It's not what you make it's what you keep. Learn how to keep more of your retirement dollars in your account.

September 30, 2021

11:00a - 12:00p

Virtual Webinar

Sustainable Real Estate Invesment Trusts? Can they replace fixed Income?

Learn about the expected returns of green and non green real estate.

September 23, 2021

11:00a - 12:00p

Virtual Webinar

Is your portfolio positioned to take advantage of a volitale market?

What should you do when the markets get too risky for your comfort level but you need exposure to equity growth? Join us as we speak with money manager Toews Asset Managers.

September 16, 2021

11:00a - 12:00p

Virtual Webinar

Turbulent Market? Is your portfolio prepared?

Turbulent times ahead? How will your portfolio managers handle a sudden flash crash? Join Shardea Ages, CFP® & Emma Foulkes, CFP® as the welcome Chris Wilson from Ocean Park investments. We will discuss why active management out performs index funds in down markets.

June 11, 2020

6:00p - 7:00p

Zoom Webinar

June 3, 2020

9:00a - 9:30a

Zoom Link Provided

Event Registration


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