Whether it’s keeping up with trends or discussing some other topic, our firm is dedicated to providing sound information to our clients. Along the way, we like to have some fun, too. If you would like to attend the event below, please register via the button or give us a call. We’ll be happy to add you to our guest list.
More events are on the way! Check back soon for more information.
June 12, 2020 9:00a - 10:00a Pacific Standard Time
Virtual Meeting via Zoom
Join us for a casual Zoom virtual chat session. Start your day with an engaging discussion about matters on our minds today, including: Thematic Investing: Finding Opportunities in the "Stay-Home-Economy." Our special guest will be Devan O'Dowd, Regional Director at GlobalX. GlobalX is a leading sponsor of thematic-based Exchange-Trades Funds (ETF's). Brad Levin will moderate this discussion.