Quarterly Market Updates
Market Update Registration Links
The team hosts quarterly market updates featuring guest speakers from the industry. Depending on market conditions, we may increase the frequency of these webinars to keep clients informed and provide an accessible platform for them to ask questions and gain insights into recent market developments.
Please view our schedule below to save the date and register for the next discussion:
Q1
- Wednesday January 7th at 5:00PM EST with Gary Rossi, Cyber Security Expert with Fidelity Investments
- Wednesday March 11th at 4:00PM EST with Christian Chan, SVP & Chief Investment Officer, AssetMark
- Tuesday March 31st at 12:00PM EST with Jen Guenther, Vice President in the Client Solutions Group, Goldman Sachs Asset and Wealth Management: