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.

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2024 Economic Outlook

Jan 23, 2024 05:00 PM Eastern Standard Time - Jan 23, 2024 07:00 PM Eastern Standard Time
Randy's | Patsy's - The Tierney Room 8051 Leesburg Pike Vienna, VA , 22182

You're invited to join us to hear insights on today's most critical economic and investment topics from DC insider Bob Stein, Deputy Chief Economist at First Trust.

Bob will share thoughts on the current economic landscape and outlook for 2024, the upcoming general election, discuss inflation, interest rates, tax hikes, trade wars, big tech, and how spending policy may impact capital markets. 

Hosted by: The Infinity Group

Jenn Wappaus, CEPA®, CFP® | First Vice President – Financial Advisor

Anthony Marrelli, CFA | Senior Vice President – Financial Advisor

Kris Wappaus, CDFA®, CFP® | Senior Vice President – Financial Advisor

Edward Schultz | Senior Vice President – Financial Advisor, Consulting Group

Guest speaker: Bob Stein, Deputy Chief Economist at First Trust

Plane

State of aerospace, defense and government services with RBC Capital Markets’ Ken Herbert

Oct 11, 2023 05:00 PM Eastern Daylight Time - Oct 11, 2023 07:00 PM Eastern Daylight Time
Randy's | Patsy's - The Tierney Room 8051 Leesburg Pike Vienna, VA , 22182

Join us for an exclusive event where RBC Capital Markets’ Ken Herbert, an aerospace and defense analyst, will present a state-of-the-market overview on the aerospace and defense sector.

 

In a year that’s seen shifts and adjustments, Ken will offer an analysis of the prevailing trends, challenges and potential growth opportunities that are shaping the aerospace, defense and government services business. The event will explore implications of 2023’s evolving economic landscape, including fading expectations of a severe recession due to Federal Reserve rate hikes. While the threat of a recession may have receded, the sector still faces headwinds from the persistently high cost of capital and inflation risks. Ken will provide insights into how these factors influence the industry and merger and acquisition (M&A) activity.

 

Hosted by: The Infinity Group

Jenn Wappaus, CEPA®, CFP® | First Vice President – Financial Advisor

Anthony Marrelli, CFA | Senior Vice President – Financial Advisor

Kris Wappaus, CDFA®, CFP® | Senior Vice President – Financial Advisor

 

Guest speaker: Ken Herbert, Managing Director and Aerospace and Defense Analyst, RBC Capital Markets