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Events

Whether it’s market updates, specific market insight, or timely financial planning strategies, we're dedicated to providing sound information to our clients, friends, and other financial professionals. If any of the events below interest you, please register and add us to your calendar! We're always here to help, give us a call or schedule a time to talk.

Upcoming Events

More events are on the way! Check back soon for more information.

Past Events

October 21, 2020

11:00a - 12:00p

Zoom

Looking at Markets Leading Up to the Election... and Beyond

Register today for an election focused market update from Vice President and Senior ETF Strategist at State Street, Jordan Lawrence.

September 30, 2020

12:00p - 1:00p

YouTube Live

September 24, 2020

11:00a - 12:00p

Zoom

August 12, 2020

6:00p - 7:00p

Zoom

May 21, 2020

11:00a - 12:00p

Zoom

Timely Financial Planning Strategies

Hear from Open Advisors partner and advisor, Michael Strohl, and Vice President and Senior ETF Strategist at State Street, Jordan Lawrence, as they discuss timely financial planning strategies and provide a much needed market update.

Event Registration