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March 2021

Paul Blomgren – A View On The Markets

March 25 @ 5:30 pm - 6:30 pm

For this event, we will have Paul M. Blomgren, CFA, and client portfolio manager with Nuveen's global fixed income group. In addition to giving a market overview and outlook, Paul will be discussing the emotional investing and the importance of staying invested. In his role as a client portfolio manager, Paul is integrated into the portfolio management team, helping to develop and communicate information about the markets, process and performance to institutional, retail and defined contribution analysts and financial professionals. Prior…

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May 2021

Estate Planning

May 13 @ 8:00 am - 5:00 pm
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September 2021

Bryan Gay and Bill Medlin – Medicare

September 16 @ 8:00 am - 5:00 pm
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October 2021

Wendy Rogers – Donor Advised Funds

October 21 @ 8:00 am - 5:00 pm
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