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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Structured notes and market volatility

Aug 25, 2023 11:00 AM Eastern Daylight Time - Aug 25, 2023 11:30 AM Eastern Daylight Time
Location To Be Determined

Please join us for our monthly conference call on August 25th @ 11.00am EST. Our topic is structured notes and market volatility presented by Nathan Johnston, Director of Structured investments from RBC Wealth Management.


Nuveen Equity Market Outlook

Jul 28, 2023 11:00 AM Eastern Daylight Time - Jul 28, 2023 11:30 AM Eastern Daylight Time
500 East Broward Blvd Suite 2200 Fort Lauderdale, FL , 3394

Please join us for our monthly conference call on Friday, July 28th at 11:00am. Jason Castelluccio from Nuveen Investments will be our guest host.

 


State of the Market

Jun 23, 2023 11:00 AM Eastern Daylight Time - Jun 23, 2023 11:30 AM Eastern Daylight Time
500 East Broward Blvd Suite 200 Fort Lauderdale, FL , 33394

Please join us for our monthly conference call Friday, June 23rd at 11.00am with Alan Robinson, Vice President of Global Portfolio Analysts from RBC. 

Call in number is 800-954-0651