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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2025 Market Outlook

Jan 16, 2025 04:00 PM Eastern Standard Time - Jan 16, 2025 05:00 PM Eastern Standard Time
Location To Be Determined

Please join us for a virtual market update. Feel free to sit back and relax as we provide an outlook for the market in the year to come. We also ask you to pass along invitations to any family or friends you may think have interest in the topic. As always, you will be able to ask questions during the event. You are welcome to reach out with any questions beforehand, as well.

2024 Outlook – navigating stock and bond market crosscurrents

Jan 31, 2024 06:00 PM Eastern Standard Time - Jan 31, 2024 07:00 PM Eastern Standard Time
Location To Be Determined

Join us for a virtual market update on the outlook for 2024. We will also provide information on tax-law updates. During the event you will be able to type in any questions you have. As always, you are invited to email us any questions you have beforehand too.

Please RSVP to Liam Hurley either via phone or email.