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.

Healthy aging: Strategies for living well

Sep 16, 2025 12:00 PM Eastern Daylight Time - Sep 16, 2025 01:15 PM Eastern Daylight Time
Location To Be Determined

Join us for a lunch and learn where Dr. Michael Day will talk about how all of us, at any age, can make proactive steps to improve our health. Dr. Day will also speak about his book The Renaissance Mind: Forging Resilience in Mind, Body and Spirit. Part memoir, part professional development, Dr. Day weaves a deeply personal narrative full of practical, actionable strategies to help you cultivate a growth mindset and build powerful habits.

RSVP

Global Outlook for 2025

Jan 16, 2025 05:00 PM Eastern Standard Time - Jan 16, 2025 06:00 PM Eastern Standard Time
Location To Be Determined

Join us for this virtual client event where we will provide an outlook for
equities in 2025 and share a forecast for inflation and interest rates.