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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.

Event Registration