Events
Upcoming Events
More events are on the way! Check back soon for more information.
Past Events
March 24, 2021
2:00p - 3:00p
VIA ZOOM
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.
March 18, 2021
12:00p - 1:00p
VIA ZOOM
February 3, 2021
2:00p - 3:00p
VIA ZOOM
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.
December 2, 2020
2:00p - 3:00p
VIA Zoom
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.
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.
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
Zoom
May 13, 2020
2:00p - 3:00p
WEBEX