Events
Upcoming Events
May 26, 2021
4:30p - 5:30p
Virtual Event
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.
Past Events
April 7, 2021
4:30p - 5:30p
Virtual Event
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!
February 23, 2021
4:00p - 5:00p
Virtual Event
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.