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Client Events, Workshops & 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

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

Event Registration