Events
Upcoming Events
More events are on the way! Check back soon for more information.
Past Events
November 2, 2023
12:00p - 1:00p
ZOOM
State of the Markets: Q3 2023 Review and Year-End Outlook
Join us for an insightful and informative webinar as we delve into the highlights and trends of the third quarter in the stock market. In "State of the Markets: Q3 2023 Review and Year-End Outlook," Ryan Staton will provide you with a comprehensive analysis of the key events, market movements, and economic indicators that shaped the past quarter.
August 4, 2022
12:00p - 1:00p
Zoom Meeting
Halftime Report 2022
Midway through 2022, the market has not been what investors hoped. Going into the second half of the year, it's a great time to discuss the volatility so far in the market and talk about what to expect going forward. This presentation will examine the important financial news of the last six months, including inflation, interest rates, economic developments, world events, and other market influences. We'll also answer any questions you may have. We look forward to you joining us!
April 28, 2022
12:00p - 1:00p
Zoom Meeting
State of the Markets 1st Quarter 2022
The first quarter of 2022 wasn't what investors hoped for with all the major indices being in the red through March. There was a lot of news over the first three months that influenced investors like inflation, the war in Ukraine and oil prices. Join us on April 28th at 12 EST as we discuss our thoughts on the first quarter and what we think the rest of the year will look like.
February 11, 2022
12:00p - 1:00p
State of the Markets 2022
State of the Markets 2022
We look forward to you joining us as we review the market activity in 2021 and what may happen in 2022. The first month of January wasn't exactly what investors hoped but our outlook is constructive for 2022. Consumer balance sheets remain healthy, the job market is strong, and monetary policy is still accommodative. These factors should continue supporting the economy and financial markets. Despite this positive backdrop, there are important transitions underway that could prove more challenging for investors as the year unfolds.
November 18, 2021
12:00p - 1:00p
Zoom Meeting
Long Term Care: What is it and Who needs it?
By definition, Long-Term Care involves a variety of services designed to meet a person's health or personal care needs during a short or long period of time. These services help people live as independently and safely as possible when they can no longer perform everyday activities on their own. While this sounds straight forward, Long Term Care can have drastically different outcomes for every family. The impact of Long Term Care events can be both financially and emotionally taxing for you, your children, and other extended family members. Register today to learn more about Long Term Care planning and why it may be important for you!
November 1, 2021
12:00p - 1:00p
Virtual
2021 Quarterly Market Report
In the 3rd edition of our Quarterly Market Reports, we will discuss the last quarter of the markets and what to expect leading up to year end. We will examine the important financial news of the last 9 months, including economic developments, world events, and other market influences.
July 22, 2021
12:00p - 1:00p
Microsoft Teams Meeting
Halftime Report 2021: Where we've been and what's to come
Midway through the year is a great time to see how far we've come and talk about what might lay ahead.
March 25, 2021
11:30a - 12:30p
Virtual
Behavioral Guidance During Volatility featuring Phillip Kurchack from PIMCO Investments
This session reviews common behavioral biases that affect decision making during volatility and review strategies that have the greatest impact on an investor's financial success.
November 19, 2020
12:00p - 12:45p
Virtual
Long Term Care: What Is It and Who Needs It?
Register today to learn more about Long Term Care planning and why it may be important for you!