Events
Upcoming Events
More events are on the way! Check back soon for more information.
Past Events
January 22, 2023
1:30p - 3:30p
Nickelodeon Theater
The Year Ahead In The Market
The Year Ahead In The Market will be Sunday, January 22, 2023 at the Nickelodeon Theater. Guest speaker, Jeremy Schwartz will be joining us to cover the outlook on the market in 2023.
September 16, 2022
4:00p - 6:00p
1801 Grille
March 29, 2022
10:00a - 11:00a
Zoom
Russia Ukraine Market Update
Please join us for a Russia Ukraine Market Update on Tuesday, March 29 at 10:05 AM
January 22, 2022
10:15a - 10:45a
Zoom
2022 Raising the Bar
Join us on Saturday, January 22nd at 10:15 AM for a very special Zoom on raising the bar on your portfolio in 2022
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