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Events

Upcoming Events

April 23, 2024

6:30p - 8:30p

Bartolino's South

Dine & Discuss: Investing Lessons From History

If you were born before January 1973, you have lived through twelve bear markets, with three occasions where the equity market lost half of its value. What insights can we glean from these times to guide us in the current day? Join us for a complimentary dinner and discussion on April 23rd.

Past Events

March 28, 2024

6:30p - 8:30p

Bartolino's South

Dine & Discuss: Investing Lessons From History

If you were born before January 1973, you have lived through twelve bear markets, with three occasions where the equity market lost half of its value. What insights can we glean from these times to guide us in the current day? Join us for a complimentary dinner and discussion on March 28th.

February 20, 2024

6:30p - 8:30p

Bartolino's South

Dine & Discuss: Investing Lessons From History

If you were born before January 1973, then you've experienced a dozen bear markets throughout your lifetime, with three instances of the equity market losing half of its value. What lessons can we draw from these periods that will assist us in the present day?

January 25, 2024

6:30p - 8:30p

Bartolino's South

Investing Lessons From History

Complimentary Dinner and Discussion on Investment Lessons From History.

November 7, 2023

6:30p - 8:30p

Bartolino's South

Investing Lessons From History

Complimentary Dinner and Discussion on Investment Lessons From History.

October 17, 2023

6:30p - 8:30p

Bartolino's South

September 19, 2023

6:30p - 8:30p

Bartolino's South

Dine & Discuss: Retirement Income

Retirement is not the end of the road. It is the beginning of the open highway. Make sure your tank is full!

August 24, 2023

6:30p - 8:30p

Sam's Steakhouse

Taxes in Retirement Workshop

As you near retirement you should begin thinking about the impact taxes can have on your retirement savings. You have worked hard to save so let us help you minimize the taxes you pay in your retirement years.

June 22, 2023

6:30p - 8:30p

Sam's Steakhouse

Taxes in Retirement Workshop

As you near retirement you should begin thinking about the impact taxes can have on your retirement savings. You have worked hard to save so let us help you minimize the taxes you pay in your retirement years.

April 20, 2023

6:30p - 8:30p

Sam's Steakhouse

March 23, 2023

6:30p - 8:30p

Sam's Steakhouse

February 23, 2023

6:30p - 8:30p

Sam's Steakhouse

January 26, 2023

6:30p - 8:30p

Sam's Steakhouse

November 10, 2022

6:30p - 8:30p

Sam's Steakhouse

September 29, 2022

6:30p - 8:30p

Sam's Steakhouse

May 12, 2022

6:30p - 8:30p

Sam's Steakhouse

March 29, 2022

6:30p - 8:30p

Sam's Steakhouse

Event Registration