Events

In the Room with Leslie Odom, Jr.

On Thursday, June 17, you and your family are invited to join us for an invitation-only conversation and performance with a legend in the making: Leslie Odom, Jr.

The Perfect Storm Seminar

Are we headed towards a perfect storm? Join Kezia Samuel, AssetMark’s Managing Director of Client Portfolio Management, as she reviews Q1 market performance - including rising interest rates, inflation, and debt.

Beyond COVID Investment Trends for 2021

Please join us for a special Quarter One market update hosted by Fidelity investments and presented by Mehernosh Engineer, Vice President Capital Markets Strategy.

Q&A First 100 Days- President Biden's Agenda and Impact

First Half Strength, Second Half Consolidation

Please join us for a special webinar with Clark Capital on Wednesday, March 24th at 2:00 PM MST. We will have Peter Eisenrich, Vice President, Senior Client Portfolio Manager as host. He will provide an economic and capital market review. 

In the Room with Dr. Ben S Bernanke

TAX FREE INVESTING SEMINAR

Please join us for our first webinar of 2021! This webinar will take place on Wednesday, Febuary 3rd at 2:00 PM MST. We will have Dominic Alto, client portfolio manager at Thornburg Investment Management as our guest speaker.

529 Zoom Seminar

Please join us for a special Zoom call about Principal New Mexico 529 College Savings Plan on December 2, 2020 at 2:00 pm MST. Diego Verdugo, Director of Advisor Consulting for Principal, will be the featured speaker.

How to Survive the Uncertainty and Invest with Confidence during this Election

Sensational headlines have become common and, in an election year, the decibel level will only rise. That’s why I’m excited to invite you to a seminar with Pavlos Panagopoulos and Capital Group, home of American Funds. In this key presentation, we’ll explore topics that can help investors respond in ways that keep them focused on their long-term goals.

Update on Investment Themes for 2020

Last May, we had a Webinar with Mehernosh Engineer, Vice President Capital Market Strategy for Fidelity Investments as our guest speaker. We have invited him back to host another webinar with us.

Webinar with Gene Goldman!

I would like to invite you to a webinar with Gene Goldman, Chief Investment Officer and Director of Research at Cetera Investment Management. Mr. Goldman was initially scheduled as our guest speaker for our annual client dinner in September.

Gold as a Potential Hedge during COVID-19

Although we cannot meet in person, we would like to invite you to join us virtually for a webinar with First Eagle Funds. We will have Thomas Kertsos, portfolio manager of the Gold Strategy and Senior Research Analyst on the Global Value Team as our speaker.

National Dog Day!

Bring your furry friends in for a special treat, we will do curbside treat drop off!...

Sustainable Equity Seminar

I would like to invite you to a special ZOOM seminar that will cover Sustainability Equity...

Covid-19 Summer Update Seminar

I am pleased to invite you to our final seminar of the summer!

Steelpath Webinar with Invesco

Join Me for a Webinar with Fidelity Investments

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