Broker Check

Events

We have a caring community of investors who enjoy spending time with one another at our events. Events range from educational to purely social.

Upcoming Events

March 20, 2024

11:45a - 1:00p

Harrisburg Country Club

Ladies Luncheon

Join Katie Shepardson for a lunch session where we explore the fascinating concept of the four primary financial languages: Saver, Spender, Investor, and Giver. These languages offer distinct perspectives on money management and communication, shaping individuals' financial attitudes, behaviors, and priorities. Additionally, we'll delve into topics such as investments and the economy. Women face unique financial challenges and have distinct financial objectives. Enjoy a delicious lunch at the Harrisburg Country Club while gaining insights into your financial language and the market. Bring a guest and enrich your understanding of personal finance over a delightful lunch. 

March 20, 2024

5:30p - 7:30p

Harrisburg Country Club

Polen Capital Presentation with Katie Shepardson

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

February 27, 2024

7:00p - 8:00p

Zoom-- Online

2024 Market Forecast “A Dynamic Perspective” with Sam Stovall via Zoom

ONLINE VIA ZOOM - Join us for a special evening via Zoom and meet Sam Stovall, a renowned Chief Investment Strategist, during his one-day visit to Central Pennsylvania. Sam Stovall, a prominent figure in the financial sector, is acclaimed for his role as an analyst, publisher, and communicator of CFRA’s economic, market, and sector outlooks. He is the esteemed author of "The Seven Rules of Wall Street" and a prolific contributor to CFRA’s MarketScope Advisor platform, penning the weekly “Sector Watch” and “Investment Policy” reports.

February 27, 2024

6:00p - 8:45p

Hershey Country Club

2024 Market Forecast “A Dynamic Perspective” with Sam Stovall at the Hershey Country Club

EVENING EVENT - Come have refreshments and meet Sam Stovall, a renowned Chief Investment Strategist, during his one-day visit to Central Pennsylvania. Sam Stovall, a prominent figure in the financial sector, is acclaimed for his role as an analyst, publisher, and communicator of CFRA’s economic, market, and sector outlooks. He is the esteemed author of "The Seven Rules of Wall Street" and a prolific contributor to CFRA’s MarketScope Advisor platform, penning the weekly “Sector Watch” and “Investment Policy” reports.

February 27, 2024

11:30a - 1:00p

Penn Harris Hotel

2024 Market Forecast “A Dynamic Perspective” with Sam Stovall at the Penn Harris Hotel

AFTERNOON EVENT - Come have lunch and meet Sam Stovall, a renowned Chief Investment Strategist, during his one-day visit to Central Pennsylvania. Sam Stovall, a prominent figure in the financial sector, is acclaimed for his role as an analyst, publisher, and communicator of CFRA’s economic, market, and sector outlooks. He is the esteemed author of "The Seven Rules of Wall Street" and a prolific contributor to CFRA’s MarketScope Advisor platform, penning the weekly “Sector Watch” and “Investment Policy” reports.

January 25, 2024

4:30p - 6:30p

West Shore Country Club

Unlock the Potential of Direct Indexing

We are excited to invite you to an evening that will dive into the intricacies of Direct Indexing and explore the pivotal role of Tax-Loss Harvesting in contemporary investment strategies.

November 10, 2023

7:00a - 6:00p

30th Annual Baron Investment Conference

30th Annual Baron Investment Conference

Join Charney Investment Group on Friday, November 10th, 2023 at Lincoln Center in New York City for the 30th Annual Baron Investment Conference. Baron Capital's team of portfolio managers, analysts, and special guests are ready to share unique insights into the current market environment, their investment thinking, and potential growth investment opportunities in 2024. You won't want to miss presentations from Baron's Co-founder, President, and COO Linda Martinson, and Ron Baron, Founder and CEO. Registration begins on August 14th, 2023 and seats will fill up quickly, so be sure to sign up early. This is a great opportunity to hear from industry leaders (last year, the featured speaker was Elon Musk) and to see some wonderful live entertainment (think Bruno Mars)! We hope you can join us!

October 24, 2023

11:30a - 1:30p

West Shore Country Club

Lunch and Learn On Tax Law Changes

Please join us for an educational lunch and learn on recent and upcoming tax law changes presented by Brian Hinkle.  Brian is a managing partner at Sigma Legal Advisors and will share his insight and knowledge during this event.  Please register by October 13, 2023 as space is limited. We look forward to seeing you there.  

August 16, 2023

4:00p - 7:00p

Nissley Vineyards

Annual Client Appreciation Event

Join us on Wednesday, August 16th, for the CIG Annual Client Appreciation event, to be held at the beautiful Nissley Vineyards between 4-7pm. There will be good wine, good food, and good people. This is a purely social event that allows us to show you our gratitude and to spend some quality time. We hope to see you there!

July 13, 2023

4:30p - 5:30p

Zoom

Michael Lippert, Portfolio Manager of Baron Funds, Discusses Futuristic Megatrends in the Market

Join us for a fascinating look into the future of technology featuring Michael Lippert of Baron Funds. Mr. Lippert will explore futuristic megatrends in the market, including discussion on artificial intelligence (AI), electric vehicles (EV), semiconductors, and cloud computing. Tune in to learn about how these trends are impacting the market and how they might help your portfolio.  Mr. Lippert serves as the portfolio manager of the Baron Opportunity Fund, the Baron Technology Fund, and the Head of Technology Research at Baron. He has 22 years of research experience. Michael graduated summa cum laude from Tufts University with a B.A. in History in 1988 and from Columbia Law School with a J.D. in 1991.  The webinar will be presented via Zoom on July 13th, 2023 at 4:30pm EST. Register here to receive the Zoom link. We hope you can make it!

April 20, 2023

11:45a - 2:00p

The West Shore Country Club

Ladies Lunch: Estate Planning

Join us on April 20th, 2023, at the West Shore Country Club to learn about estate planning. Featured speakers Sarah Straub and Julia Parrish are both trust and estate attorneys at Mette, Evans, and Woodside in Harrisburg. Sarah and Julia will give a general overview of the estate planning process, the documents they recommend all adults have in place, and how those documents are used to manage your affairs in the event of your incapacity and after your death. The attorneys will also give a high level overview of tax considerations at death, on the federal and state level. Hosted by Financial Advisor Sarah White, this is both a learning opportunity as well as a way to connect with other like-minded women. Lunch will be served. We hope to see you there!

April 4, 2023

6:00p - 8:30p

West Shore Country Club

FREE Social Security & Medicare Seminar

Are you thinking about taking Social Security and want to know the best approach? Then this upcoming seminar is for you! Our Financial Advisor, and resident Social Security expert, Tim Boyd, will provide an educational presentation on the complexities of Social Security. As an added bonus, Tim will speak about Medicare. Navigating the Social Security and Medicare systems can be confusing and sometimes overwhelming. Let us guide you through the process. This seminar is open to the public, and we welcome you to bring friends; the more the merrier!

February 23, 2023

12:30p - 1:30p

Zoom

Ladies Who Lunch: On Zoom

Concerned about your investments? The economy? Wondering if there is a better way to protect yourself in turbulent times like we’re living in currently? Or just looking to have a fun lunch while connecting with other ladies? Please join us for a luncheon for our female clients (and their friends!) as we explore how to best safeguard your portfolio. This interactive discussion will help you feel more prepared to ride out the rough patches in the market. We’ll look at where we are now compared with historical trends, options for protecting yourself from loss, and how to stay sane when the world around you seems to have lost its mind. Kindly register to save your spot. We hope to see you there!

February 23, 2023

11:45a - 2:00p

The Harrisburg Country Club

Ladies Who Lunch

Concerned about your investments? The economy? Wondering if there is a better way to protect yourself in turbulent times like we’re living in currently? Or just looking to have a fun lunch while connecting with other ladies? Please join us for a luncheon for our female clients (and their friends!) as we explore how to best safeguard your portfolio. This interactive discussion will help you feel more prepared to ride out the rough patches in the market. We’ll look at where we are now compared with historical trends, options for protecting yourself from loss, and how to stay sane when the world around you seems to have lost its mind. Kindly register to save your spot. We hope to see you there!

January 25, 2023

6:30p - 8:00p

Zoom

ZOOM Seminar: Investing Strategically in Top Sectors

Please join us for a seminar via Zoom to learn more about sector rotation and how we use it to maximize returns. Investors have used sector rotation strategies since the 19th century. The strategies do away with stock picking and seek to capitalize on broad industry trends by moving investments to the top-performing sectors at a given time. For example, in the past decade, Technology, Consumer Cyclical, and Healthcare sectors consistently outperformed the S&P 500. A sector rotation strategy seeks to align investments in those sectors in order to yield maximum results. Although this is an in-person event taking place at the Harrisburg Country Club, we will also be broadcasting live to Zoom. The presentation will begin at 6:35pm EST. Register to receive the Zoom link. If you are unable to join the Zoom at that time, you're in luck, because we will be recording and distributing the presentation.

October 27, 2022

12:00p - 1:00p

Zoom

Zoom: Ladies Who Lunch

Women have unique financial goals and objectives. Join us on October 27th at 11:45 at the West Shore Country Club to learn about investing, saving, and retirement strategies specific to women. Recognizing this, we are hosting a Zoom for our women clients. The Zoom will feature our Financial Advisor Sarah White and Polen Capital's Katie Sulkowski, who will discuss women-specific financial approaches to investing. Register to receive the Zoom link. Please call Alexis at 717-232-6974 for more information. We hope to see you there!

October 27, 2022

11:45a - 2:00p

West Shore Country Club

Ladies Luncheon

Women face unique financial challenges and have distinct financial objectives. Join us for a women-exclusive luncheon on October 27th, 2022 at the West Shore Country Club. In conversation with Katie Shepardson of Polen Capital, our Financial Advisor Sarah White will discuss investing, saving, and retirement strategies specifically geared toward women. Attendance will be capped at 30, so kindly RSVP at charneyig.com/events.

September 29, 2022

11:45a - 2:00p

The Country Club of Harrisburg

Meet & Greet with Tim Boyd

Please join us on September 29, 2022 at 11:45am at the Country Club of Harrisburg. We are hosting an introductory lunch for our new Financial Advisor, Tim Boyd. Learn about Tim and hear his thoughts on the current state of the market. RSVP by registering here. We hope you can make it!

September 1, 2022

4:00p - 7:00p

The Nissley Winery

Wine Tasting at Nissley Vineyards

Please join us for our annual client appreciation event at the scenic Nissley Vineyards on September 1, 2022. Come to enjoy the outdoors, sip on some wine, and mingle with our team and other clients. We hope to see you there!

June 15, 2022

11:30a - 2:00p

The Country Club of Harrisburg

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.

June 9, 2022

5:30p - 6:30p

Zoom

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.

May 24, 2022

5:30p - 6:30p

Zoom

Market Update with Katie Shepardson

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

May 13, 2022

12:00p - 4:00p

Charney Investment Group

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!

April 7, 2022

12:00p - 2:00p

The Harrisburg Country Club

March 10, 2022

5:30p - 6:30p

Zoom

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.

December 9, 2021

3:30p - 6:30p

A Holiday Open House

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!

November 9, 2021

5:30p - 6:30p

Zoom

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.

October 20, 2021

6:00p - 9:00p

West Shore Country Club

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.

September 8, 2021

11:30a - 2:00p

The Harrisburg Country Club

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.

August 5, 2021

5:00p - 7:00p

The Harrisburg Country Club

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. 

August 4, 2021

5:30p - 8:30p

The Nissley Winery

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.

July 9, 2021

11:30a - 2:00p

The West Shore Country Club

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.

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.

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!

March 25, 2021

5:30p - 7:00p

Virtual Event

Willamette Valley Winery Wine Tasting

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

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.

November 25, 2020 - January 25, 2023

6:00p - 8:00p

The Harrisburg Country Club

Seminar: Investing Strategically in Top Sectors

Please join us for an evening social event and seminar to learn more about sector rotation and how we use it to maximize returns. We'll enjoy social time with drinks and hors d'eouvres, followed by a presentation by our advisors, Doug and Tim.  Investors have used sector rotation strategies since the 19th century. The strategies do away with stock picking and seek to capitalize on broad industry trends by moving investments to the top-performing sectors at a given time. For example, in the past decade, Technology, Consumer Cyclical, and Healthcare sectors consistently outperformed the S&P 500. A sector rotation strategy seeks to align investments in those sectors in order to yield maximum results.  

Event Registration