Events
Client Events, Webinars & Celebrations
Whether it’s summertime in the park, speaking in a classroom or gathering at dinning table, we enjoy making memories with clients, guests and beyond. Thank you to everyone who takes part in these memories.
Upcoming Events
More events are on the way! Check back soon for more information.
Past Events
February 5, 2026
12:00p - 1:00p
Zoom Webinar
You're invited! 2026 Market Outlook
Curious about what 2026 may bring for the markets—and how it could connect to your financial goals? Join us for a dynamic webinar reviewing the 2026 Outlook. We’ll cover key themes such as interest rate trends, inflation expectations, and how market volatility may present new opportunities to consider. Whether you’re already working with us or just getting to know our team, this session is a great way to gain perspective and start the conversation. We’d love to see you there.
February 2, 2024
12:00p - 1:00p
Zoom Webinar
You're invited! Outlook 2024 Market Update
In 2024, our research believes markets will make a definitive turn to a more recognizable place. En route, the transition will be marked by meaningful shifts in a few key areas. Inflation is going down. The risk of a recession is bubbling up again as the effect of post-pandemic stimulus wanes. And the end of the Federal Reserve's (Fed) rate-hiking campaign is indeed upon us.
August 24, 2023
12:00p - 1:00p
Zoom Webinar
2023 Midyear Market Update
Midway through the year is a great time to see how far we've come and talk about what might lay ahead. This presentation event will examine the important financial news of the last six months, including economic developments, world events, and other market influences. We'll also look at what might be around the corner for the rest of the year and answer any questions you may have.
August 24, 2022
12:00p - 1:00p
ZOOM Webinar
Midyear Outlook 2022
We’re proudly presenting LPL Research Midyear Outlook 2022: Navigating Turbulence, with market insights on what you can expect in the economy, policy, stocks, and bonds for the rest of 2022.
February 10, 2022
12:00p - 1:00p
ZOOM Webinar
Economic and Market Outlook from ClearBridge & Franklin Templeton Investments
We will be welcoming a guest speaker, Robert Johanson, to discuss his market outlook for 2022. This presentation examines recent economic developments, global events, and overall market influences. Following the presentation, there will be time to answer any questions you may have!
December 9, 2021
4:00p - 5:00p
Zoom Virtual Party
Virtual Magic Show
4-5pm PST 7-8pm EST
October 21, 2021
12:00p - 1:15p
ZOOM Webinar