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Events

Upcoming Events

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.

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!

Past 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.

Event Registration