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Events

Upcoming Events

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

Past Events

January 20, 2024

10:00a - 11:30a

Zoom

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

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