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

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