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.

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.

RSVP

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.


New year, new outlook: Key market themes and opportunities in 2024

Jan 25, 2024 04:00 PM Eastern Standard Time - Jan 25, 2024 05:00 PM Eastern Standard Time
Zoom ,

Please join The Etergino Group and Alan Robinson for a timely update on our market outlook, key investment themes and the opportunities we see ahead in 2024.

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


Art Works Book Discussion: How Organizers and Artists Are Creating a Better World Together

Jan 10, 2024 04:00 PM Eastern Standard Time - Jan 10, 2024 05:00 PM Eastern Standard Time
Zoom , ,

When artists and organizers combine forces, new forms of political mobilization follow, which shape lasting social change. And yet few people appreciate how much deliberate strategy often propels this vital social change work.

Drawing from historical and present-day examples, Art Works offers a rich tapestry of tactics and successes that speak directly to the challenges and needs of today’s activists and of these political times.

Author Ken Grossinger has been a leading strategist in movements for social and economic justice for 35 years, in unions and community organizations, and as director of Impact Philanthropy in Democracy Partners.

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

 

Guest speaker:
Ken Grossinger
Author of Art Works: How Organizers and Artists Are Creating a Better World Together


“Elf” Family Movie Showing

Dec 09, 2023 10:00 AM Eastern Standard Time - Dec 09, 2023 12:00 PM Eastern Standard Time
Avalon Theatre 5612 Connecticut Avenue NW Washington,, DC , 20015

You and your family are invited to join us for a special showing of “Elf” at the Avalon Theatre.
“Elf” follows Buddy, a human raised by Santa’s elves, who leaves the North Pole to go to New York City. Buddy’s adventures in the human world are filled with heart, humor and child-like wonder.
All are welcome to join! Please feel free to share this invite with family and friends.
In honor of the holiday spirit, we will be collecting donations for Martha’s Table Winter Wonderland Gift Drive. If you would like to contribute, please bring an unwrapped small toy or game for a child, age 12 or under.


A Panel Discussion on Maximizing Your Charitable Impact

Dec 05, 2023 06:00 PM Eastern Standard Time - Dec 05, 2023 08:30 PM Eastern Standard Time
Washington, DC

“Connecting Wealth with Purpose” can be one of life’s most rewarding experiences.

Please join us for a thoughtful discussion on “Connecting Wealth with Purpose,” charitable giving and how you can maximize your philanthropic impact.

During this event, we will share different approaches to charitable giving, both from the perspective of the donor and the charity. In addition, we will share tools and resources to help make your personal philanthropy more effective, efficient and impactful. We look forward to facilitating this discussion and an interactive Q&A.
Feel free to share this invite. Family, friends and colleagues are welcome to join.

Date and time: Tuesday, December 5, 2023
6–7 p.m. Cocktails
7–8 p.m. Panel discussion
8–8:30 p.m. Conversation

 

Comments by:
Ambassador Susan Esserman, Founder and Director, University of Maryland SAFE (Support, Advocacy, Freedom, and Empowerment) Center for Human Trafficking Survivors
Veronica Nolan, Outgoing Interim CEO, Urban Alliance
Karen Petrou, Chair-Elect, Foundation Fighting Blindness

 

RSVP by November 14


Art viewing and discussion with the National Museum of Women in the Arts

Nov 30, 2023 04:00 PM Eastern Standard Time - Nov 30, 2023 05:00 PM Eastern Standard Time
Zoom ,

Deborah Gaston, Director of Education and Interpretation, has curated a selection from the National Museum of Women in the Arts’ collection that delves into the meticulous craftsmanship of artists from three different centuries, each employing distinct mediums to achieve precision in their work. She will discuss these works with us and highlight the inspiration and influences that guided these artists.

Please join us for an educational webinar to discuss these works and answer your questions.


Guest speaker:

Deborah L. Gaston
Director of Education and Interpretation
National Museum of Women in the Arts


Best practices for gifting real estate and physical assets

Oct 26, 2023 04:00 PM Eastern Daylight Time - Oct 26, 2023 05:00 PM Eastern Daylight Time
Zoom ,

Your wealth is made up of more than bank accounts—it also includes real estate, jewelry, artwork, family heirlooms and more.
Gifting tangible assets to younger generations can be more difficult than distributing a bank account. How do you gift these assets so the next generation is not burdened, and future generations may benefit? How do these gifts build upon your family legacy?
During this webinar, we will share advice on how to prepare heirs and plan for a successful asset transfer, as well as navigate and build a trust. We will also spend time answering your questions.
The Williams Group is a family wealth coaching firm that helps families navigate wealth transfers and create family unity.

 

Guest speaker:
Amy Castoro

President and CEO

The Williams Group


Big ideas and investment opportunities in innovation

May 04, 2023 04:00 PM Eastern Daylight Time - May 04, 2023 05:00 PM Eastern Daylight Time
Zoom ,

Please join The Etergino Group and ARK Invest as we share our big ideas on disruptive innovation and their impact across industries, markets and geographies.

We will contextualize the market opportunities of technologies focused on artificial intelligence, robotics, energy storage, public blockchains and more. We will also spend time answering your questions.


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.

Contact us

Please fill in all the mandatory fields.

To protect your privacy, we ask that you not send any confidential information, such as bank account numbers, credit card information or account details, through this contact us form.

*Required fields