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.

There are no events to show

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


writing on paper

"Looking through the windshield not the rearview mirror"

May 26, 2023 11:00 AM Eastern Daylight Time - May 26, 2023 11:24 AM Eastern Daylight Time
500 East Broward Blvd Suite 2200 Fort Lauderdale, FL , 33301

Please join us on our May conference call "Looking through the windshield not the rearview mirror". Our guest speaker, Saira Malik, CFA, CIO Head of Global Equities at Nuveen Investments. 

 


2023 ...Coming Back to Reality

Apr 28, 2023 11:00 AM Eastern Daylight Time - Apr 28, 2023 11:25 AM Eastern Daylight Time
Location To Be Determined

Please join us on April 28th, 2023 at 11:00am EST for our monthly conference call:  "2023...Coming Back to Reality" OUr speaker is Strider Elass, senior economist of First Trust Advisors, LP.