Broker Check


Upcoming Events

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

Past Events

September 24, 2020

11:00a - 12:00p

Online Webinar

Election Preview with Linda Duessel, CPA, CFP, CFA

Linda will be presenting her thoughts and data on the 2020 presidential election in a moderated webinar. If you'd like to submit a question you'd like answered during the webinar please submit it to

May 14, 2020

2:00p - 3:00p


Conference Call with T. Rowe Price - Markets & Economy

Call with Matthew Ko, Vice President of T. Rowe Price and a portfolio specialist in the Multi-Asset Division. He'll be communicating the firms global capital markets outlook and allocation view points. Please register for the event to receive an e-mail with the dial-in number and Webex link.

May 13, 2020

10:00a - 11:00a


Conference Call with BlackRock - Equity Markets

BlackRock's Head of Market Insights, Dennis Lee, will join us to give his thoughts and commentary on equity markets.  If you have a question you'd like answered by Dennis please submit it to  Please register for the event to receive an e-mail with the dial in number and Webex link.

April 3, 2020

12:00p - 1:00p


Lunchtime Q&A: Hit me with your best shot! Fire away!

Link to Meeting

Event Registration

Thank you!

Error processing your request. Please try again at a later time.