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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Responsible Investing- Align your financial goals with your personal values

Sep 19, 2019 06:00 PM - Sep 19, 2019 08:00 PM Central Daylight Time
Metropolitan Ballroom & Clubroom, 5418 Wayzata Boulevard, Golden Valley, MN , 55416

Hosted by: 

  • Julie Schmiel, AWM | Senior Vice President- Financial Advisor
  • Alicia Luther Toms, CFP |Financial Advisor

Date and time: Thursday, September 19, 2019

  • 6-7 p.m. - Drinks and hors d'oeuvres
  • 7-8 p.m. - Panel Discussion

Location (Free parking available): 

  • Metropolitan Ballroom & Clubroom
  • 5418 Wayzata Boulevard
  • Golden Valley, MN 55416

Guest speakers: 

  • Kent McClanahan, CFA | RBC Wealth Management
  • Jake Tran, Equity Analyst | Rockefeller Capital Management
  • Heidi Vanni | Portfolio Manager | Boston Trust & investment Management
  • Timothy J Dubost, CFA | Senior Director, Client Portfolio Management | Nuveen Investments

RSVP by September 13 to Alicia Luther Toms at (612) 371-7264 or

Responsible Investing: Align your financial goals with your personal values

Jun 27, 2019 06:00 PM - 08:00 PM Pacific Daylight Time
GREAT WINE, Inc. 958 111th Avenue NE, Suite 103 Bellevue, WA , 98040

Please join us for a thought-provoking panel on responsible investing.

Hosted by: The Schmiel Wood-Skinner Group Julie Schmiel, AWM Financial Advisor and Alicia Luther Toms, CFP® Senior Financial Associate

Guest speakers: Kent McClanahan, CFA Senior Analyst, Global Manager Research RBC Wealth Management Justin Barnum Vice President, Product Strategist PIMCO Emily Lee Regional Sales Consultant Trillium Asset Management Rachel Tan Senior ESG Research Analyst Parnassus

Please view here for more details