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Upcoming Events

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

Past Events

October 6, 2022

11:00a - 12:00p


Social Security and Medicare

Social Security and Medicare can be very confusing topics—yet they’re both critical to helping you plan for your future. Join Mary Beth Franklin on Thursday, October 6, at 11 a.m. PT / 2 p.m. ET for an exclusive event being planned specifically for our valued clients.

August 10, 2022

11:00a - 12:00p

2022 Market Update: T.I.N.A. Turning

Join us on August 10th as Wendy Lin, Senior Market Strategist of Goldman Sachs, shares her outlook on the market.

April 21, 2022

12:00p - 1:00p

2022 Market Update: Where we see Opportunity in 2022

Join us on April 21st as Sterling Moore, Regional Vice president at Brinker Capital, shares his outlook on the market.

March 24, 2022

11:00a - 12:00p

Virtual Event

Identity Theft Protection

We invite you to join us on March 24th at 2pm EST/11am PST for an informative and enlightening conversation with Jeff Lanza. Jeff was an FBI specialist for over 20 years where he investigated cybercrime, organized crime and terrorism. He has lectured at Harvard, Princeton, written two books and appeared on numerous news programs on the growing threat of cybercrime.

February 3, 2022

10:00a - 11:00a

September 22, 2021

10:00a - 11:00a

Zoom link will be emailed to registered guests

May 26, 2021

10:00a - 11:00a


The Future of Environmental, Social and Governance Investing

Join us Wednesday, May 26th as Natalya Zeman of Capital Group discusses The Future of ESG Investing.

March 23, 2021

8:00a - 9:00a


January 27, 2021

11:00a - 12:00p

Zoom link will be sent to registered guests

2021 Outlook: Turning Points on the Road to Recovery

Join us Wednesday, January 27th as Mila Yankova, Investment Specialist at Capital Group, discusses their macro, equity and fixed income outlook for 2021.

December 9, 2020

11:00a - 12:00p


October 21, 2020

11:00a - 12:00p


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


August 12, 2020

6:00p - 7:00p


May 21, 2020

11:00a - 12:00p


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