Gathering to create meaningful moments

We believe it is not only important that we get to know you as a person, but that you get to know us. So we host social and educational events that you and your family are always welcome to attend. We hope you can join us. Bookmark this page so you can check in for regular updates.

A fond look at past events

“Investors’ Guide to Market Volatility. Wealth Planning in a Turbulent Environment”

Exclusive client call with Dr. Matt Sommer, PhD, CFA, CFP from Janus Henderson Investors along with Registered Principals, Mark Loftus & Jeffrey Preusser.

Wednesday, July 13th, 2022 1:00 pm – 2:00 pm CT

“Capital Markets Outlook”

Exclusive client call with Brad Pineault, Vice president Capital Markets Strategy for Fidelity Advisor Funds along with Registered Principals, Mark Loftus & Jeffrey Preusser.

Wednesday, April 13th, 2022 2:00 pm – 3:00 pm CT

“Market Volatility Update”

Exclusive client call with Andrew Opdyke, CFA and Economist at First Trust along with Registered Principals, Mark Loftus & Jeffrey Preusser.

Monday, March 7th, 2022 1:00 pm – 2:00 pm CT

Our upcoming events

TBD

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