Upcoming events

Food for thought! Cocktail reception and seminar

Together, with our special guest speaker, Robert Carey, CFA and Chief
Market Strategist at First Trust Portfolios, we’ll discuss current domestic
and international market trends, and how you can identify opportunities for
your portfolio and your future.

Please join us for a special evening of good food and conversation.


Date & time


Supporting links

The Legacy Club at Woodcrest

14 September , 20236:00 PM - 8:00 PM Eastern

  • Robert Carey, CFA