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.

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

RSVP

Connecting Wealth with Purpose and Maximizing Your 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.

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

RSVP

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.


Who will take care of me when I’m old? Best practices for planning for longevity

Mar 30, 2023 04:00 PM Eastern Daylight Time - Mar 30, 2023 05:00 PM Eastern Daylight Time
Zoom ,

Please join The Etergino Group and eldercare expert Nancy Simm for a discussion on “Who will take care of me when I’m old?” and how to plan for longevity.

Nancy and Adele Zilber will share their insights on aging concerns including the probability of extended health care needs, the challenges for solo agers, and how the baby boomer generation will significantly impact the long-term care industry.


New Year, New Outlook: Key market themes and opportunities in 2023

Jan 26, 2023 04:00 PM Eastern Standard Time - Jan 26, 2023 05:00 PM Eastern Standard Time
Zoom , ,

Please join The Etergino Group and Sean Naughton for a timely update on our market outlook, key investment themes and the opportunities we see ahead in 2023.

Guest speaker:
Sean Naughton, CFA
Senior Vice President
Portfolio Advisory Group – U.S. Equities
RBC Wealth Management


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

Dec 08, 2022 04:00 PM Eastern Standard Time - Dec 08, 2022 05:00 PM Eastern Standard Time
Zoom ,

Deborah Gaston, Director of Education and Interpretation, has curated a selection of sculptures that defy our conventional expectations. She will share these works with us and highlight how these artists are redefining “sculpture”.

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


Investment opportunities and outlook for growth stocks

Dec 01, 2022 04:00 PM Eastern Standard Time - Dec 01, 2022 05:00 PM Eastern Standard Time
Virtual , ,

Please join The Etergino Group and Polen Capital for an update on growth stocks. Polen Capital is a high-conviction growth investment manager that seeks to invest in high quality sustainable companies. We will discuss the outlook for growth stocks, and the investment opportunities ahead.

Guest Speaker:
John Gunther, Senior Relationship Manager at Polen Capital


Social Security Strategies For All Ages In-Person Presentation

Oct 19, 2022 05:00 PM Eastern Daylight Time - Oct 19, 2022 07:00 PM Eastern Daylight Time
Hyatt Regency Bethesda 7400 Wisconsin Avenue Bethesda, MD , 20814

Please join us for an educational seminar on how Social Security benefits are calculated, how spousal benefits work and how to help maximize your benefits. We will also discuss building tax-considerate income strategies for your future.

Date and time: Wednesday, October 19 from 5 - 7 p.m. ET

Location: Hyatt Regency Bethesda
One Bethesda Metro Center
7400 Wisconsin Avenue
Bethesda, MD 20814

Light hors d’oeuvres and refreshments will be served.

Complimentary parking available at the hotel.


Mid-terms and Markets Update

Oct 06, 2022 04:00 PM Eastern Daylight Time - Oct 06, 2022 05:00 PM Eastern Daylight Time
, Virtual , via Zoom

Please join us for an update with Michael Duffy and Kelly Bogdanova on the mid-term elections and their potential impact on the markets.

Michael is the Opinions Editor-at-Large for The Washington Post. Before joining the Post, Michael spent 33 years at TIME as a correspondent and editor. He has been recognized with two Gerald Ford Awards for Distinguished Reporting and a Shorenstein Award for Investigative Reporting. He also co-authored two best-selling books on presidential history.

Guest speakers:
Michael Duffy
Opinions Editor-at-Large
The Washington Post

Kelly Bogdanova
Vice President,
Portfolio Advisory Group
RBC Wealth Management


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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