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

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"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.

Nuveen Market Outlook: The Good, the Bad and the Ugly

Mar 24, 2023 11:00 AM Eastern Daylight Time - Mar 24, 2023 11:25 AM Eastern Daylight Time
500 East Broward Blvd Suite 2200 Fort Lauderdale, FL , 33394

Please joint us for our March conference call with Brian Nick, Chief Investment Strategists from Nuveen Investments. March 24th @ 11:00 am 

Call in number is 800.954.0651

State of the Market: Volatility and Strategy

Feb 24, 2023 11:00 AM Eastern Standard Time - Feb 24, 2023 11:30 AM Eastern Standard Time
Location To Be Determined

Please join us for our February conference on Friday, February 24th @ 11:00am with Lindsay Strickland form RBC Wealth Management. Lindsay is our Senior Portfolio Advisor in RBC's Portfolio Advisory Group. Lindsay will be discussing the current market conditions as well as possible future strategies for portfolios. 

Around the World in 20 minutes with Gary Stringer

Jan 20, 2023 11:00 AM Eastern Standard Time - Jan 20, 2023 11:30 AM Eastern Standard Time
500 East Broward Blvd Suite 2200 Fort Lauderdale, FL , 33394

Will have a 20 minute informative call regarding the markets and the economy around the world and how it affects the USA post Christmas sales and interest rate hikes

Nuveen Equity Market Outlook

Oct 28, 2022 11:00 AM Eastern Daylight Time - Oct 28, 2022 11:30 AM Eastern Daylight Time
Location To Be Determined

REACH Wealth Solutions: October Conference Call

"Nuveen Equity Market Outlook"

Guest Speaker:

Jason J. Castelluccio, CIMA 

Client Portfolio Manager, Nuveen, LLC

Friday, October 28, 2022 | 11:00am (ET)

Call-in information: (800) 954-0651

Simply call in, No RSVP required