Events
Upcoming Events
More events are on the way! Check back soon for more information.
Past Events
April 7, 2026
6:30p - 7:30p
Bartolino's South
Fifty Years, Three Bear Markets
Step away from the headlines and join us for an evening of perspective, education, and meaningful discussion about investing through every market cycle.
February 3, 2026
6:30p - 7:30p
Bartolino's South
The Price of Admission
We invite you to join us for a complimentary dinner workshop as we explore the mindset of a successful investor who understands their own outlook and steadfast resolve is key when making financial decisions. This is part of our ongoing commitment to providing insightful financial education.
November 4, 2025
6:30p - 8:30p
Bartolino's South
The Price of Admission
As part of our ongoing commitment to providing insightful financial education, we are excited to invite you to a NEW complimentary dinner workshop. Join us as we explore the mindset of a successful investor who understands their own outlook and steadfast resolve is key when making financial decisions.
September 23, 2025
6:30p - 8:30p
Bartolino's South
Three Emotional Pitfalls in Long-Term Equity Investing
Join us for our September workshop, "Three Emotional Pitfalls in Long-Term Equity Investing," where we'll uncover the psychological challenges that can impact your investment decisions. Learn to identify and navigate the emotional pitfalls that often trip up even the most seasoned investors. This engaging session promises practical insights and strategies to help you maintain focus and make more informed choices in your investment journey. Perfect for investors looking to deepen their understanding and improve their financial strategies. Don't miss this opportunity to enhance your investing acumen in a supportive, insightful setting.
May 15, 2025
6:30p - 8:30p
Bartolino's South
Fifty Years, Three Bear Markets - Investing Lessons from History
Join us on May 15, 2025, for "Fifty Years, Three Bear Markets – Investing Lessons from History," a powerful Dine & Discuss workshop exploring the realities of bear markets and how they shape long-term investing success. Learn critical lessons from history, develop strategies to manage volatility, and strengthen your investment approach for the future.
April 24, 2025
6:30p - 8:30p
Bartolino's South
Fifty Years, Three Bear Markets
Join us for an enlightening workshop, "Fifty Years, Three Bear Markets" where we explore the crucial market downturns of the past half-century. This exclusive event offers a deep dive into the causes and effects of major bear markets, providing attendees with valuable insights into navigating market volatility. Learn from industry professionals, gain historical perspectives, and have dinner on us. Don’t miss this opportunity to enhance your investment strategies with lessons from history.
March 26, 2025
6:30p - 8:30p
Bartolino's South
Three Emotional Pitfalls in Long-Term Equity Investing
Join us for our March workshop, "Three Emotional Pitfalls in Long-Term Equity Investing," where we'll uncover the psychological challenges that can impact your investment decisions. Learn to identify and navigate the emotional pitfalls that often trip up even the most seasoned investors. This engaging session promises practical insights and strategies to help you maintain focus and make more informed choices in your investment journey. Perfect for investors looking to deepen their understanding and improve their financial strategies. Don't miss this opportunity to enhance your investing acumen in a supportive, insightful setting.
January 21, 2025
6:30p - 8:30p
Bartolino's South
Dine & Discuss: Emotional Pitfalls in Investing
Join us for our January Dine & Discuss: "Three Emotional Pitfalls in Long-Term Equity Investing," where we'll uncover the psychological challenges that can impact your investment decisions. Learn to identify and navigate the emotional pitfalls that often trip up even the most seasoned investors. This engaging session promises practical insights and strategies to help you maintain focus and make more informed choices in your investment journey. Perfect for investors looking to deepen their understanding and improve their financial strategies. Don't miss this opportunity to enhance your investing acumen in a supportive, insightful setting.