Events

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!

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!

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!

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!

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.

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!

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.

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!

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!

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.

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.