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
September 22, 2021
10:00a - 11:00a
Zoom link will be emailed to registered guests
May 26, 2021
10:00a - 11:00a
WebEx
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
Zoom: https://lincolnfinancial.zoom.us/j/2987743848
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
Zoom
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.