Events
Upcoming Events
More events are on the way! Check back soon for more information.
Past Events
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.