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That took place on Thursday, October 29th

Event Agenda:

  • Team Highlights
  • Market Update from Bob and Brian
  • Keynote Speaker, Susan Olson of Natixis Investment Managers –
    “Policy and Politics: A Country in Crisis and the 2020 Election”
  • Entertainment by World-renowned Magician Justin Flom
    AND the opportunity to participate in a VIRTUAL card trick!

Emcee
Lisa Malosky

Keynote Speaker
Susan Olson
Natixis Investment Managers

World-renowned Magician
Justin Flom

Disclaimer: Discussion about performance, asset allocation, or the markets are not to be construed as recommendations.
Past performance is not indicative of future results. Illustrations of portfolio returns are presented gross of fees and are hypothetical. Each client portfolio’s actual returns may differ depending on a clients’ specific holdings, fees, and timing of cash flows. Diversification, asset allocation, and value investing do not assure or guarantee better performance and cannot eliminate the risk of investment loss.

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