Events

Tax Celebration Night at West Shore Country Club

Tax season is often viewed as something to endure, but this year, we’re celebrating it. We invite you to join us for a special Tax Celebration Night designed to bring clarity, strategy, and confidence to your financial planning. This relaxed and engaging evening will feature expert insights, interactive discussion tables, and the opportunity to explore proactive tax strategies in a comfortable, social setting.

Annual Ladies Luncheon

Join us for a relaxed and meaningful Ladies Luncheon designed exclusively for our clients and friends. This gathering offers a comfortable space to connect, enjoy lunch, and engage in an important conversation about planning ahead. Before the Time Comes: Essentials focuses on the conversations that matter most but often get postponed. Making a family team and having a senior conversation are two essentials for later life plans. Come explore how to make this happen so that every family member can participate in a one-hour discussion about planning for everyone’s needs. Learn about using legacy as a means to break down resistance. This luncheon is not about legal documents or technical details; it’s about preparation, connection, and peace of mind. Attendees will leave with practical insights, conversation starters, and a renewed sense of confidence in navigating future family discussions.

Green Box–Estate and Legacy Planning

Join us for an engaging and practical evening focused on the Peace of Mind Box, also known as the Green Box Exercise. This guided conversation helps you organize key financial, legal, and personal documents in one secure place, so if the unexpected ever happens, your family isn’t left searching for answers. Led by Doug Charney, this session will walk through what belongs in your Peace of Mind Box, why it matters, and how thoughtful legacy planning can simplify life for those you care about most. You’ll leave with clarity, confidence, and actionable next steps, without feeling overwhelmed.

Understanding AI and It’s Everyday Application

AI is already part of everyday life, often without us realizing it. Join us for a Zoom session focused on real-world applications of AI, showing how this technology is used in daily routines, digital tools, and common services we interact with every day. This session is designed to be practical, easy to understand, and relevant; no technical background is required.

Baron Capital's Annual Investment Conference

Baron Capital's Annual Investment Conference will take place on November 14, 2025 at 8 AM ET in New York City. The conference is exclusive to Baron Capital's clients and shareholders and will include investment discussions, market outlook, and live entertainment. We are currently on a waitlist and full.  If you would like to be added to the waitlist, please call the office at 717-232-6974 and speak to Lynne Shirk.  

AI: The Next Tectonic Shift – A Conversation with Baron Capital

Join us for an exclusive virtual (Zoom) event exploring the transformative power of Artificial Intelligence (AI), presented by Baron Capital. AI—particularly Generative AI—is being hailed as the next major tectonic shift in technology, comparable to the rise of mobile and cloud computing. It is already redefining how we work, communicate, and innovate. Featured Speaker: Ryan Rossi from Baron Capital , Portfolio Manager, Baron Capital Don’t miss this chance to hear directly from one of the leading minds at Baron Capital on the future of AI and its global impact.

Estate Planning & Updated Tax Changes

Join us for an informative evening as Brian Hinkle discusses key updates in estate planning and recent tax law changes that may impact your financial future. Whether you're planning your legacy or looking to stay ahead of policy shifts, this session will provide valuable insights and actionable strategies.

Next Generation Financial Forum

Join us for an insightful evening as Doug leads a discussion on long-term investing strategies, inspired by the influential book Stocks for the Long Run by Jeremy Siegel. This session will focus on building wealth through disciplined, long-term investing, perfect for those in the 30–50 age range who want to take a smart, steady approach to their financial future. Whether you’re joining us in person or virtually, this is a great opportunity to gain practical knowledge and ask questions in a relaxed setting.

Bull & Bear Market Report 2025

eMoney Advisor

eMoney Advisor is a complimentary, value-added service provided to all our clients. This platform is crafted to assist in managing your wealth efficiently and simplifying your financial journey. It encompasses a suite of features including financial planning, performance reporting, and diverse client engagement tools, among others. By integrating these services, eMoney Advisor enhances our ability to address your unique financial needs and goals, ensuring a seamless and enriched client experience. Join the Zoom session and learn about eMoney management from our very own Mike Ross!

Connect & Converse: A Financial Dialogue with Jenny Harrington

Jenny Van Leeuwen Harrington, CEO of Gilman Hill Asset Management, will be our guest speaker at the next Charney Investment Connect & Converse: A Financial Dialogue with Jenny Harrington Jenny brings over 25 years of investment experience and manages a flagship Equity Income strategy aimed at high dividend yield and capital appreciation. She's not only a respected voice on CNBC but also contributes her expertise to major publications like The Wall Street Journal and Barron’s. Grab a friend and join us to gain invaluable insights from a leader who blends deep financial knowledge with practical strategies for income-focused investing. Don't miss this opportunity to learn from one of the best in the business!

Ladies Luncheon with Jenny Harrington

Jenny Van Leeuwen Harrington, CEO of Gilman Hill Asset Management, will be our guest speaker at the next Charney Investment Group Ladies' Lunch!  Jenny brings over 25 years of investment experience and manages a flagship Equity Income strategy aimed at high dividend yield and capital appreciation. She's not only a respected voice on CNBC but also contributes her expertise to major publications like The Wall Street Journal and Barron’s. Grab a friend and join us to gain invaluable insights from a leader who blends deep financial knowledge with practical strategies for income-focused investing. Don't miss this opportunity to learn from one of the best in the business!

Legacy Builders Circle Social Event

Join us for our Legacy Builders Circle Social Event. This event is for the next generation of leaders—our Legacy Builders Circle, a visionary group of young professionals (20s-40's) passionate about wealth management and keen on shaping their financial future.  What You’ll Gain: Share your insights on what you value in a wealth advisor Connect and network with other rising professionals Help shape innovative services tailored to the next generation of success Event Details: Date: Wednesday, February 5, 2025 Time: 5:30 -7 pm

Cybersecurity Seminar

Cybersecurity is more critical than ever. Every day, we hear about new and increasingly complex threats targeting our personal and digital lives. From spam and scams to data breaches, protecting your information has become a constant battle. But how can you stay ahead of these threats? For those interested in attending via Zoom, please indicate such when you register and provide the email address to which we should send the Zoom meeting link.

Baron Capital's 31st Annual Investment Conference

Baron Capital's 31st Annual Investment Conference will take place on November 15, 2024 at 8 AM ET in New York City. The conference is exclusive to Baron Capital's clients and shareholders and will include investment discussions, market outlook, and live entertainment. We are currently on a waitlist and full. If you would like to be added to the waitlist, please call the office at 717-232-6974 and speak with Lynne Shirk.

2024/2025 Tax Update

Don't miss out! Join us on Zoom on October 30th at 7 PM for an exclusive educational session on recent and upcoming tax law changes, featuring Brian Hinkle, Managing Partner at Sigma Legal Advisors. Whether you're planning for 2024 or just want to stay ahead, Brian’s expert insights will help you navigate these changes with confidence. Space is limited, so register by October 25, 2024, to secure your spot. We can’t wait to see you there!

Social Security and Medicare Seminar

Join Us for a Free Social Security and Medicare Seminar! Are you nearing retirement or simply want to better understand your Social Security and Medicare options? We are hosting a free seminar designed to help you prepare and make informed decisions for your future. 🗓 Date & Time: September 21, 2024 from 9:30 am to 11:30 am  📍 Location: GIANT Community Room, 3301 Trindle Rd, Camp Hill, PA 17011 Continental breakfast will be served at 9:30 am and the seminar will start at 10 am.  Don’t miss this opportunity to get expert advice and answers to your questions. Reserve your spot today!

Client Appreciation Event

We're excited to host our Client Appreciation Event, once again at Nissley Vineyards as a heartfelt thank you for your ongoing support. We invite you to join us for an enjoyable evening. We will be supporting the Penn State Ansary Student Emergency Assistance Fund this year. Please RSVP to celebrate with us. We're looking forward to a wonderful time together.

Virtual (Zoom) Webinar: Brian Hinkle, Esq on Aging Parents

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.

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. 

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.

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.

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.

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.

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!

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.  

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!

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!

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.