Join us for upcoming seminars and events

We are fortunate to host educational seminars and events for our clients and the community exploring a variety of topics. Our events provide an opportunity to expand your knowledge and engage with us as you learn more about a specific topic. Past and upcoming events are posted on our website below. Please contact us for more information regarding a specific seminar or event.

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Digital Privacy: protecting your data and how to identify and avoid scams

Oct 21, 2025 12:00 PM Eastern Daylight Time - Oct 21, 2025 01:00 PM Eastern Daylight Time
Location To Be Determined

Our guest speaker is a cyber security expert and former FBI assistant director Christopher “Todd” Doss of Guidepost Solutions. Here are some of the real-world examples and topics he’ll discuss:

 

  • Recognizing and avoiding scams
  • Understanding data brokers
  • Ensuring privacy while traveling
  • Handling personal data breaches
  • Securing communications
  • Employing ‘cyber hygiene’ (best practices for protection)

 

Discussion and Q&A with Marshfield Associates

Apr 16, 2025 11:00 AM Eastern Daylight Time - Apr 16, 2025 12:00 PM Eastern Daylight Time
Location To Be Determined

Join us for an opportunity to hear from one of our equity value
managers, Marshfield Associates, on their strategy, outlook and
answers to questions from you and our team.

Market review and outlook

Jan 22, 2025 12:00 PM Eastern Standard Time - Jan 22, 2025 01:00 PM Eastern Standard Time
Location To Be Determined

Join us for a market outlook discussion that will include key investment themes and the opportunities we see ahead.