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Events

Upcoming Events

More events are on the way! Check back soon for more information.

Past Events

September 12, 2021

3:15p - 4:15p

Zoom

The Red Bandanna

Join us on Sunday, September 12th, 2021 at 3:15 for a very special webinar to honor the lives lost during the September 11th terror attacks. The Red Bandanna Remembering a 9/11 hero Sunday, September 12, 2021 3:15PM-4:15PM Hosted by Michael Oana With Special Guest: Allison Crowther Mother of Welles Crowther a 9/11 Hero

June 17, 2021

6:30p - 8:00p

Zoom

In the Room with Leslie Odom Jr.

6-17-21 at 6:39 pm In the Room with Leslie Odom Jr. Thursday, June 17th, 2021 6:39PM Hosted by Michael Oana With Special Guest: Leslie Odom Jr.

March 18, 2021

1:30p - 3:00p

Zoom

In the Room with Dr. Ben Bernanke

3-18-21 at 1:39 pm In the Room with Dr. Ben Bernanke Thursday, March 18th, 2021 1:39PM Hosted by Michael Oana With Special Guest: Dr. Ben S. Bernanke Former Chair of the Federal Reserve

January 23, 2021

10:15a - 11:00p

Zoom

2021 Economic & Market Outlook Webinar

Toucan Invite a Friend Event 1-23-21 at 10:15 am Year Ahead in the Market Webinar Saturday, January 23rd, 2020 10:15 am - 11:05 am Hosted by Michael Oana With Special Guest: Jeremy Schwartz Executive Vice President at WisdomTree

November 11, 2020

4:00p - 5:00p

In the Comfort of Your Own Home

10 Truths No Matter Who Wins Webinar

Wednesday, November 11th 4:00 pm to 5:00 pm Hosted by Michael Oana, Certified Retirement Counselor, Michael Oana Retirement Planning Specialist With Special Guest, Kyle Elliott, CIMA We will be presenting a no cost, no obligation Webinar on "10 truths No Matter Who Wins" with Invesco

October 16, 2020

10:00a - 2:00p

City Roots

July 15, 2020

4:00p - 5:00p

In the Comfort of Your Own Home

"Speaking of Markets" Webinar with T Rowe Price

Wednesday, July 15th 4:00 pm to 5:00 pm Hosted by Michael Oana, Certified Retirement Counselor, Michael Oana Retirement Planning Specialist With Special Guest, Craig St. Thomas, CIMA Sales Consultant at T Rowe Price We will be presenting a no cost, no obligation Webinar on "Speaking of Markets" with T Rowe Price

May 27, 2020

4:00p - 5:00p

In the Comfort of Your Own Home

The Thornburg Process of Managing Retirement Income

Wednesday, May 27th 4:00 pm to 5:00 pm Hosted by Michael Oana, Certified Retirement Counselor, Michael Oana Retirement Planning Specialist With special presenter, Matthew Seiter, CIMA Managing Director at Thornburg Investment Management We will be presenting a no cost, no obligation Webinar on The Thornburg Process of Managing Retirement Income

May 9, 2020

10:00a - 11:00a

In the Comfort of Your Own Home

Fidelity Investments May Mid-Month Market Outlook Webinar

Saturday, May 9th 10:00 am to 11:00 am Hosted by Michael Oana, Certified Retirement Counselor, Michael Oana Retirement Planning Specialist With special presenter, Joseph Byron, CIMA®, CRPS®, Regional Director at Fidelity Investments We will be presenting a no cost, no obligation Webinar on Fidelity Investments’ Market Outlook

April 22, 2020

6:00p - 7:00p

In the Comfort of Your Own Home

Managing Stress for Success Amid The COVID-19 Webinar

Toucan Invite a Friend Webinar 4-22-20 at 6:00 pm Managing Stress for Success amid The COVID-19 Webinar Wednesday, April, 22nd 2020 6:00 pm - 7:00 pm Hosted by Michael Oana We will be presenting on Managing Stress while being homebound by COVID-19

March 31, 2020

6:00p - 7:00p

In the Comfort of Your Own Home

COVID-19 Contraction

Toucan Invite a Friend Webinar 3-31-20 at 6:05 The COVID-19 Contraction Tuesday, March 31st 2020 6:05 pm - 7:05 pm Hosted by Michael Oana We will be presenting on The Covid-19 Contraction and the Investment Outlook

January 25, 2020

10:15a - 11:00a

In the Comfort of Your Own Home

Year Ahead in the Market Webinar

Toucan Invite a Friend Event 1-25-20 at 10:15 am Year Ahead in the Market Webinar Saturday, January 25th 2020 10:15 am - 11:05 am Hosted by Michael Oana With Special Guests: Nick Johnson Executive Director at JP Morgan

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