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Market outlook and opportunities webex presentation

Jun 04, 2020 12:30 PM - 01:30 PM Eastern Daylight Time
Location To Be Determined

Stay up to date on the economic influences affecting investment portfolios, as well as specific challenges and opportunities across global asset classes. Webex details to follow.


Market outlook and opportunities

Apr 23, 2020 11:30 AM - 01:00 PM Eastern Daylight Time
Fleming's Prime Steakhouse 2001 Siesta Drive Sarasota, FL , 342398

Stay up to date on the economic influences affecting investment portfolios, as well as specific challenges and opportunities across global asset classes. 


Market update and strategies for investing cash

Mar 17, 2020 11:30 AM - 01:00 PM Eastern Daylight Time
Fleming's Prime Steakhouse 2001 Siesta Drive Sarasota, FL , 34239

Stay up to date on the specific challenges and opportunities across global asset classes, as well as investment strategies in today's market conditions. 


2020 Market outlook and the megatrends driving our future

Jan 23, 2020 12:00 PM - 01:30 PM Eastern Standard Time
Flemings Prime Steakhouse 2001 Siesta Drive Sarasota , FL , 34239

Including the industrial revolution, 5g, space and cybersecurity.  

Hosted by: RBC Wealth Management

Guest Speaker: Lindsay Strickland, Senior Portfolio Advisor, Vice President, Portfolio Advisory Group - U.S. Equities, RBC Wealth Management


Family Fun at the Movies: Frozen 2

Nov 23, 2019 01:30 PM - 04:00 PM Eastern Standard Time
Cinebistro at Westfield Siesta Key 3501 South Tamiami Trail Sarasota, FL , 34239

Join us for the opening weekend of Disney's animated movie Frozen 2. We will enjoy a discussion on the importance of college planning, followed by the movie and popcorn with Elsa and Anna. 


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.