Broker Check

Events

Whether it’s keeping up with trends or discussing some other topic, our firm is dedicated to educating and providing sound information to our clients. Along the way, we like to have some fun, too. If any of the events below look interesting, please give us a call. We’ll be happy to add you to our guest list.

 

October 22, 2019

6:30p - 8:30p

Energy Investment Opportunity

DINNER SEMINAR - Join us for dinner and educational seminar to learn more about an alternative energy investment opportunity!

 

October 24, 2019

12:00p - 2:00p

Energy Investment Opportunity

LUNCH & LEARN - Join us for lunch and educational seminar to learn more about an alternative energy investment opportunity!

 

October 29, 2019

12:00p - 2:00p

Wealth Mgnt. 101 - Investment Course

LUNCH & LEARN - Come out and join us for lunch and this highly informative and insightful Wealth Management 101 presentation that will provide you with tools to help you make educated decisions. You will also have an opportunity to meet and learn more about one of our professional asset management companies - Efficient Markets.

 

October 30, 2019

5:30p - 7:30p

Hallo-Wine Party

Wine Down Wednesday! Come out and enjoy a glass of wine and a brief product update! Wine and artisan cheese tasting!

 

November 5, 2019

12:00p - 2:00p

Real Estate Investment Opportunity

LUNCH & LEARN - Join us for Lunch and an Alternative Real Estate Investment Opportunity!

 

November 7, 2019

6:30p - 8:30p

1031 Exchange Discussion Panel

DINNER SEMINAR Attend this workshop and learn: How to defer taxes! Essential IRS 1031 rules and strategies! Various tax issues concerning tax-deferred exchanges! Accredited Investors Only

 

November 12, 2019

12:00p - 2:00p

Wealth Mgnt. 101 - Investment Course

LUNCH & LEARN - Come out and join us for lunch and this highly informative and insightful Wealth Management 101 presentation that will provide you with tools to help you make educated decisions. You will also have an opportunity to meet and learn more about one of our professional asset management companies - Federated Investors.

 

November 13, 2019

12:00p - 2:00p

Nevada Trusts

LUNCH & LEARN - Come join us for lunch, and to learn more about Nevada Trusts.

 

November 14, 2019

6:30p - 8:30p

Real Estate Investment Opportunity

DINNER SEMINAR - Join us for dinner and an educational seminar to learn more about a senior living real estate investment opportunity.

 

November 19, 2019

12:00p - 2:00p

Energy Investment Opportunity

LUNCH & LEARN - Join us for lunch and educational seminar to learn more about an alternative energy investment opportunity!

 

November 20, 2019

5:30p - 7:30p

Wine Down Wednesday

WINE WINE WINE - Wine Down Wednesday - Come out, enjoy a glass of wine and a brief product update with an artisan cheese tasting!

 

November 21, 2019

5:30p - 7:30p

1031 Exchange PRO Workshop Series

WINE & CHEESE TASTING - Join us for a 1031 Exchange Professional Workshop Series and Wine Tasting!

 

December 11, 2019

12:00p - 2:00p

Wealth Mgnt. 101 - Investment Course

LUNCH & LEARN - Come out and join us for lunch and this highly informative and insightful Wealth Management 101 presentation that will provide you with tools to help you make educated decisions. You will also have an opportunity to meet and learn more about one of our professional asset management companies - Astor Investment Management

 

December 17, 2019

1031 Exchange PRO Workshop Series

WHISKEY & FOOD PAIRING - Join Us for a Whiskey Tasting and 1031 Exchange PRO Workshop Series!

Event Registration

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