Engage with us

We are fortunate to host seminars and events for our clients and the public exploring a variety of topics. The events provide an opportunity to engage with us as you learn more about a specific topic. Past and upcoming events are posted here, on our website. Please contact a member of our team for more information regarding a specific seminar or event.

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New year, new outlook: key market themes and opportunities in 2025

Jan 21, 2025 04:00 PM Eastern Standard Time - Jan 21, 2025 05:00 PM Eastern Standard Time
Zoom , ,

Please join The Etergino Group and Kelly Bogdanova for a timely update on our market outlook, key investment themes and the opportunities we see ahead in 2025.
Feel free to share this invite. Family, friends and colleagues are welcome to join.

Digital privacy with Guidepost Solutions

Oct 08, 2024 04:00 PM Eastern Daylight Time - Oct 08, 2024 05:00 PM Eastern Daylight Time
Zoom, ,

Join The Etergino Group and Todd Doss and Cody Shultz from Guidepost Solutions for a discussion on digital privacy. We will cover key topics such as understanding data brokers that collect your personal information, emerging threats, privacy when traveling and data breaches. Gain practical tips for securing communications and avoiding common pitfalls in today’s digital world.

Navigating market shifts: dynamics, federal debt and policy impacts on inflation

Sep 19, 2024 04:00 PM Eastern Daylight Time - Sep 19, 2024 05:00 PM Eastern Daylight Time
Zoom,

Join Atul and Kelly as they explore how markets perceive the government’s impact on the economy—accurately and inaccurately. The discussion will cover misconceptions about U.S. debt, potential economic impacts of immigration and trade policy, and key differences between the presidential candidates that may affect the stock market. Additionally, they will discuss whether the checks and balances within the federal government remain relevant in today’s highly polarized environment.

Artificial intelligence: Real or hype? Q&A with Deepwater Asset Management

May 15, 2024 04:00 PM Eastern Daylight Time - May 15, 2024 05:00 PM Eastern Daylight Time
Zoom ,

Join us for this Q&A session with Gene Munster and Doug Clinton, managing partners at Deepwater Asset Management, to learn more about the complex world of artificial intelligence and technology.

Family, friends and colleagues are welcome to join, feel free to share this invite.

2024 Presidential election: Key things to know about how elections impact the stock market

Apr 25, 2024 04:00 PM Eastern Daylight Time - Apr 25, 2024 05:00 PM Eastern Daylight Time
ZOOM, ,

Please join us for an update with Kelly Bogdanova on the 2024 presidential election and its potential impact on the markets.

Understanding the new weight loss and Alzheimer’s treatment drugs

Mar 28, 2024 04:00 PM Eastern Daylight Time - Mar 28, 2024 05:00 PM Eastern Daylight Time
Zoom , ,

Explore the frontiers of healthcare as we delve into weight loss drugs (such as Ozempic and Wegovy), revolutionizing obesity and diabetes management, alongside cutting-edge developments in dementia medications. Join us to uncover advancements, potential impacts and future trajectories of these distinct, yet transformative, therapies shaping the landscape of modern healthcare.

Family, friends and colleagues are welcome to join, feel free to share this invite.

How to plan for a successful wealth transfer

The Etergino Group and The Williams Group discussed the real reasons why family wealth is lost and the key factors that separate successful families from the rest.

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