You’re Invited: A Complimentary Dinner & Investing Conversation

Please join us for an engaging dinner workshop, Fifty Years, Three Bear Markets, where we’ll explore what investing history can teach us about navigating uncertainty with confidence.

Bear markets are not unusual; they're a natural part of a long-term investing journey. Yet when they occur, they can feel unsettling and unpredictable. Over dinner, we’ll take a thoughtful look at three major bear markets from the past fifty years and uncover the lessons they offer about resilience, recovery, and long-term success.

This thoughtful dining experience goes beyond charts and headlines. You’ll gain perspective on how disciplined investors weather challenging periods and why patience, planning, and perspective matter most when markets are volatile.

Why Attend?

• Understand the role bear markets play in building long-term wealth

• Learn what successful, stay-the-course investors do right

• Discover how emotional decisions during downturns can impact outcomes

• Gain practical insights for navigating future market cycles with confidence

We hope you’ll join us for an evening of perspective, conversation, and clarity with insights designed to help you invest with confidence...no matter what the markets bring next.