Events
Our financial educational events are designed to provide you with the knowledge and tools you need to achieve your financial goals. We welcome you to join us for our next event.
Upcoming Events
More events are on the way! Check back soon for more information.
Past Events
October 10, 2024
12:00p - 1:00p
Zoom - https://zoom.us/j/98030001551?pwd=wEGT9iPEXOqtwnV92aebWdzdQUsXli.1
Market Outlook
Stay ahead of the curve with our exclusive webinar designed to keep our valued clients informed and educated about the latest developments in the capital markets.
August 22, 2024
12:00p - 1:00p
Zoom Meeting
Election Year Volatility: Money Isn't Red or Blue, It's Green
Investing in an election year presents unique challenges due to increased market volatility and uncertainty surrounding policy changes. As November 2024 approaches, election noise will only increase, making it crucial for investors to maintain focus on their long-term goals. John Erickson with Capital Funds is solely responsible for the content of his presentation, which is not in any way endorsed by, and does not necessarily represent the opinions, recommendations, or advice of Equitable Advisors or any of its associates, employees, or affiliates. Capital Funds is not affiliated with or endorsed by Equitable Advisors or any of its affiliated companies. Securities offered through Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA/SIPC (Equitable Financial Advisors in MI & TN). Annuity and insurance products offered through Equitable Network, LLC. PPG-6539721.1 (4/24)(Exp. 4/26)
April 11, 2024
12:00p - 1:00p
Zoom
Estate Planning Webinar - 7 Common Estate Planning Mistakes
Zachary Wiewel with Texas Trust Law will go over 7 common estate planning mistakes and how to avoid them. Zachary Weiwel of Texas Trust Law is solely responsible for the content of his presentation. Equitable Advisors and its associates do not provide tax or legal advice and are not affiliated with Zachary Wiewel or Texas Trust Law. PPG-6453660.1 (3/24)(Exp. 3/26)