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 the upcoming election and market trends.  

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

Location

Date & time

Speakers

Supporting links

The Legacy Club at Woodcrest

15 October , 20246:00 PM - 8:00 PMĀ Eastern

  • Robert Carey, CFA

Details

Curious about AI? Join us on May 9th!

Join us May 9th for delicious food, great conversation and a very hot topic:

AI:  The opportunity is anything but artificial!  

We will have market updates as well.  Please RSVP by May 1st.  Click the invitation link for all details.  Hope to see you there!

Location

Date & time

Speakers

Supporting links

Inn at Montchanin Village

09 May , 20246:00 PM - 8:00 PMĀ Eastern

  • Anna Verhagen, BlackRock
  • Tom Bowen, First Eagle
  • John Nesnay, Franklin Templeton

Invitation May 9, 2024