Events
Upcoming Events
June 23, 2026
4:25p - 7:05p
Nickelodeon Theater
Nic at Night
Join us for a presentation of Tune Out the Noise hosted by Michael Oana and Rich Holmes, Regional Director from Dimensional. Tuesday, June 23 4:25pm - 7:05pm at the Nickelodeon Theater in Columbia, S.C.
Past Events
January 21, 2026
4:05p - 5:30p
Zoom
The Year Ahead in the Market and Big Bad Bear Tax Bill Summary
Please join us for our Year Ahead in The Market Zoom and Big Bad Bear Tax Bill Summary. Hosted by Michael Oana with Presenters from Cetera Financial Group; Stanley Smiley, Esq. High Net Worth Senior Strategist and Consultant VP & Hristo Stefanov, CFA, CAIA Director of Research. This event is purely educational. No products or services will be offered for sale and there is no obligation. Sponsored in part by PGIM and Janus Henderson. Douglas McClelland with PGIM and Jon Cowles with Janus Henderson are not affiliated or registered with Cetera Wealth Services, LLC. Any information provided by them is in no way related to Cetera Wealth Services, LLC or its registered representatives. Securities offered through Cetera Wealth Services, LLC, member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity.
October 4, 2025
11:39a - 1:39p
Riverbanks Zoo
Toucan 20 - Celebrating the 20 Year Anniversary of Michael Oana Retirement Planning Specialist
Please save the date, Saturday, October 4, 2025 as we celebrate Toucan 20 - the 20 year anniversary of Michael Oana Retirement Planning Specialist! This event will take place at the Riverbanks Zoo from 11:39am- 1:39pm Come enjoy this Zoo experience and celebrate 20 years of Michael Oana Retirement Planning Specialist. Watch for more details in the coming weeks! No products or services will be offered for sale and there is no obligation.
July 14, 2025
4:05p - 5:00p
Zoom
White Lotus Mid-Year Market Update
We’re pleased to invite you to our Mid-Year Market Update featuring Brian Klimke, CFA, Chief Market Strategist at Cetera® Investment Management LLC. Get ready to take a clever detour - connecting HBO's The White Lotus to today's financial markets. Like the show, markets can appear serene on the surface while chaos brews beneath. See how this sharp satire mirrors our financial landscape - and what it reveals about navigating today's volatility.
January 15, 2025
4:05p - 5:30p
Zoom
The Year Ahead in the Market
Please join us Wednesday, January 15, 2025 for our Year Ahead in the Market Event. This event will take place at 4:05pm - 5:30pm on Zoom. We will cover the outlook on the market for 2025. This event is purely educational. No products or services will be offered for sale and there is no obligation.
August 17, 2024
9:39a - 11:39a
Dupre Catering & Events
Antique Roadshow
Please join us Saturday, August 17, 2024 for our Antique Roadshow. Guest Speaker Gene F. Goldman, CFA from Cetera® Investment Management LLC will be presenting "Three Themes That Will Likely Drive the Financial Markets", and Special Guest, Holli McGee from McGee Auction & Appraisal Services will present “How to Value a Family Heirloom”.
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