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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International Women’s Month

Mar 21, 2024 01:00 PM Eastern Daylight Time - Mar 21, 2024 03:00 PM Eastern Daylight Time
Shelter Rock Tennis Club 100 Long Island Expressway Manhasset, New York , 11030

We are excited to announce that in celebration of International Women’s Month, we will be hosting a Queen of the Court tennis clinic exclusively for women. We believe that empowering women is necessary to achieve financial independence.

Hosted by: Kinetix Wealth Group
Gina Thompson, CPFA™ | Senior Vice President – Financial Advisor

Modern Retirement

Mar 08, 2024 02:30 PM Eastern Standard Time - Mar 08, 2024 04:30 PM Eastern Standard Time
Boca Historical Society Historic Town Hall 71 North Federal Highway Boca Raton, Florida , 33432

Please join us for a discussion that will equip you with essential knowledge and strategies for a prosperous retirement. 


Hosted by: Kinetix Wealth Group
Gina Thompson, CPFA™ | Senior Vice President – Financial Advisor
Stacey Kovach | Senior Financial Associate

Modern Retirement

Mar 07, 2024 12:30 PM Eastern Standard Time - Mar 07, 2024 02:30 PM Eastern Standard Time
RBC Wealth Management 5455 Town Center Road Boca Raton, Florida , 33486

Please join us for a discussion that will equip you with essential knowledge and strategies for a prosperous retirement. 


Hosted by: Kinetix Wealth Group
Gina Thompson, CPFA™ | Senior Vice President – Financial Advisor
Stacey Kovach | Senior Financial Associate

Behavioral finance — A conversation with Franklin Templeton

Oct 18, 2023 04:00 PM Eastern Daylight Time - Oct 18, 2023 04:30 PM Eastern Daylight Time
Location To Be Determined

Please join us to hear insights from Franklin Templeton Investments. Kevin Golden of Franklin Templeton will share how social, emotional and even cognitive factors can affect our financial decisions and stand in the way of investment success.

 

Join to learn more about:
• Common behavioral biases
• How biases affect our decision-making ability
• The impact of biases on investment portfolios


Hosted by: Kinetix Wealth Group
Gina Thompson, CPFA™ | Senior Vice President – Financial Advisor
Stacey Kovach | Senior Financial Associate


Guest speaker: 

Kevin Golden, Vice President – Senior Advisor Consultant

 

Click the link below to join:

 

https://rbc.rev.vbrick.com/#/webcasts/behavioralfinance

 

Password: Success (case sensitive)

 

Market Update and Outlook

Jun 22, 2023 04:00 AM Eastern Daylight Time - Jun 22, 2023 05:00 AM Eastern Daylight Time
Location To Be Determined

You're invited to join us to hear insights on today's most critical economic and investment topics from Jack Manley, Executive Director and Global Market Strategist at J.P. Morgan Asset.

Jack will share thoughts on the current economic landscape and outlook for 2023, discuss key drivers and trends taking place in the markets and answer your most pressing questions.

Hosted by: Kinetix Wealth Group

Gina Thompson, CPFA | Senior Vice President – Financial Advisor

Stacey Kovach | Senior Financial Associate

Guest speaker: Jack Manley, Executive Director and Global Market Strategist at J.P. Morgan Asset

Click the link below to join:

rbc.rev.vbrick.com/#/webcasts/guidetothemarketsjpm

Password: MARKETS (case sensitive)