Other Events You May Be Interested In
Check out information on upcoming and past events we’re pleased to offer you, virtually and/or in person, on a variety of topics.
Alt Investments Decoded
YOU'RE INVITED! a Webex Tuesday May 19th at 12 noon!
Discover the pulse of the alt investment landscape with iCapital's Alts Decoded. This dynamic and chart-driven Webex offers a deep-dive into private market data, key market trends, and leading indicators that influence and shape the direction and investment outlook of alt assets. Alts Decoded delivers essential and comprehensive insights, empowering you to stay well informed and ahead in a rapidly evolving alts landscape.
8,000 Days of Retirement
SAVE THE DATE! Tuesday July 14, 2026
5:30-6:30 pm: Enjoy a full buffet dinner
6:30-7:30 pm: Presentation "8,000 Days of Retirement"
Join Julie Knight for an evening to discuss the 8,000 Days of Retirement.
Discover what opportunities and challenges each stage of your retirement journey offers. Tom Barret, the guest speaker, is the managing director of Applied Insights of Hartford Funds. He and Julie will share ways to enhance your quality of life along the retirement journey.
Recent Event: Janney's 2026 Market Outlook
What can we expect for the economy and markets in 2026?
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.
