Description
Join us virtually the first Thursday of each month at 12:15 PM on Zoom and make your lunch break count with meaningful financial insights. Take a break from the media and stay informed directly from a steady and reliable source – your own wealth management team.
Here’s what to expect:
- A 15-20 minute update on markets and economy in relation to current events
- Insights into our current portfolio strategies
- An optional Q&A session at the end
This month, join wealth management team members William Urbanik, Managing Partner, and Bree Edgerly, Business Development Manager, on Thursday, September 4th. The waiting room will open at 12:00 and the presentation will begin promptly at 12:15pm.
Date and Time
Thu, Sep 04, 2025
12:00p - 1:00p EST
Location
Zoom Meeting
Note
You must register in advance to attend this zoom meeting. Please click the registration button to sign up on Zoom. Within moments of completing your registration, you will receive a zoom confirmation email with the details of the event. You will also receive a reminder confirmation containing the zoom meeting link one hour before the event.