Events

Lunch & Learn with our Financial Advisors

Please join us for an educational luncheon. Doug and Sarah will discuss current events impacting the market and provide timely analysis of key issues affecting the economy and your bottom line.

Managing Your Future(s)

Guest speakers Josh Corbin and Jason Lysek, of Campbell & Co. will discuss the state of the economy, investing in commodities, and how futures can work in your portfolio.

Market Update with Katie Shepardson

Tune in via Zoom to hear Katie discuss current events, their impact on the market, and strategies moving forward.

Spring Shred Day

There's nothing more important than protecting your identity. Responsibly destroying sensitive documents is a smart way to stay safe. That's why we're hosting a shredding party. Come to our office at 3401 North Front Street on Friday, May13th, between 12-4pm. We will be posted in the parking lot to collect your materials. Post-shred, head up to our office; we will have hors d'oeuvres, wine, beer, & non-alcoholic refreshments. We hope to see you there!

Board of Advisors Lunch: April 2022

Energize for Purpose

Lindsay Troxell joins us from Janus Henderson to discuss the ways in which your physical energy manifests in your personal and professional life.

A Holiday Open House

Join us at our office on December 9th from 3:30-6:30pm for a Holiday Open House. There will be light refreshments, wine, beer, and good cheer!

Brainworks: Simpler Solutions for Staying Sharp

Join us for this virtual seminar with Lindsay Troxell, Director of Knowledge Labs Professional Development, as she discusses brain training strategies and other matters of the mind.

A Discussion of Tax & Estate Law with Brian Hinkle

Charney Investment Group hosts Brian Hinkle, of Mette, Evans, & Woodside Attorneys at Law for a discussion on Biden-era tax and estate law changes. Please join us to learn about how these changes may impact you.

Client Board of Advisors Luncheon

Please join us for a luncheon to discuss the Charney Trajectory, branding efforts, and to give feedback regarding your client experience.

Mixer with Polen Capital's Katie Sulkowski

Please join us for beer, wine, hors d'oeuvres, and conversation with Polen Capital's Katie Sulkowski. We will meet on the scenic patio at the Harrisburg Country Club on August 5th, 2021 from 5-7pm. **This event is limited to client-holders of Polen Capital. 

A Wine Tasting at Nissley Vineyards

Please join us at Nissley Vineyards for an evening of wine tasting, hors d'oeuvres, and conversation. Please RSVP by 07/16/2021.

The Client Board of Advisors Lunch

Please join us at the West Shore Country Club on Friday, July 9th, for our next Client Advisory Board Lunch.

Polen Capital Presentation with Katie Sulkowski

Please join us for a special presentation on Polen Capital's U.S. Small Company fund. Polen Capital's team believes that there are key benefits to investing in small companies. Please join us as we learn more background on this investment and discuss growth strategies to possibly enhance the returns in your portfolio.

Baron Funds Presentation with Fund Manager Michael Lippert

Please join us on April 7 at 4:30 pm Eastern for a presentation from fund manager Mike Lippert of Baron Funds. Mike will discuss the strategy behind the Baron Opportunity Fund (BIOIX), one of the top run mutual funds in the country. This event is a rare opportunity to interact with a top fund manager who regularly appears on CNBC. We hope that you can join us!

Willamette Valley Winery Wine Tasting

You're invited to a special wine tasting from the Willamette Valley Winery! 

Virtual Wellness Workshop with Janus Henderson

Strategies to Help You Better Prepare for and Respond to Stress Developed in partnership with Dr. Heidi Hanna, Janus Henderson’s Managing Stress for Success program will provide you with actionable tools to identify the sources of stress, our reactions to it and ways to manage it more productively.