Upcoming events

Dinner, Market Update and the BBB

Please join us for an evening of insight, conversation and fantastic food at Monterey Grill, where two distinguished speakers will share timely perspectives you won't want to miss!

Bob Carey of First Trust Portfolios will provide a fresh market update and outlook on today's economy. Andrew Mackerer of Mackerer Law will break down how the "Big Beautiful Bill" could reshape charitable giving strategies and what it means for you.

Along with exceptional insights, enjoy a fantastic dining experience in the warm and welcoming atmosphere of Monterey Grill.

Location

Date & time

Speakers

Supporting links

Monterey Grill, 558 Fellowship Rd., Mt. Laurel, NJ 08054

21 October, 20256:00 PM - 8:00 PM Eastern

  • Bob Carey, Chief Market Strategist, First Trust Portfolios
  • Andrew Mackerer, Esq., Mackerer Law

Invitation Oct. 21, 2025

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