Broker Check


Upcoming Events

November 2, 2020

2:00p - 3:00p

Via Zoom

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.

Past Events

October 21, 2020

2:00p - 3:00p

Via Zoom

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.

October 7, 2020

2:00p - 3:00p

Via Zoom

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.

September 25, 2020

10:00a - 11:00a

Via Zoom

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.

August 26, 2020

10:00a - 1:00p

Cetera Advisor Networks

National Dog Day!

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

August 25, 2020

2:00p - 3:00p

Via Zoom

Sustainable Equity Seminar

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

July 29, 2020

2:00p - 3:00p

Via Zoom

Covid-19 Summer Update Seminar

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

June 24, 2020

2:00p - 3:00p

Via Zoom

May 27, 2020

2:00p - 3:00p


May 13, 2020

2:00p - 3:00p


Event Registration

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