We like to get to know our clients in different settings. From time to time we hold special events that can include education regarding investment products and economic conditions, or just a fun activity in relaxed food-filled settings. Our gatherings have also offered a unique venue for hearing from our clients, who also bring interesting issues to the table.
More events are on the way! Check back soon for more information.
April 15, 2020
3:00p - 4:00p
Q & A and Current Market with Robert Carey of First Trust Portfolios