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June 2019

Understanding the Tax Benefits of an Oil and Gas Limited Partnership

June 20, 2019 @ 5:30 pm - 8:00 pm
The Country Club of Virginia, 6031 Saint Andrews Lane
Richmond, VA United States
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Please join Equity Concepts for Mewbourne’s presentation of “Understanding the Tax Benefits of an Oil and Gas Limited Partnership”

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January 2021

Tommy Thompson – Space to Breathe

January 21 @ 5:30 am - 6:30 pm

For this event, we will have Tommy Thompson, author, life coach and friend of Equity Concepts talk about how to avoid overload and noise, and lean into the abundance of life lived with space. Tommy is a native of Richmond Virginia, graduate of Davidson College with a BS in Sociology, and a Master of Divinity degree from Union Theological Seminary. He has been an owner for the last 35 years in a wide array of businesses including retail, manufacturing, and service,…

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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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July 2021

Mark Peterson – State of the Markets

July 15 @ 5:30 pm - 6:30 pm

Director of Investment Strategy and Education for BlackRock where his responsibilities include relating BlackRock's Investment Strategy and investment views to key institutional and financial advisor clients and offering perspective on all asset classes -including equities, fixed income, alternatives and multi-sector approaches to investing. A 20-year industry veteran with extensive expertise and experience educating financial professionals and investors on market and investment topics. Prior to joining BlackRock, Mark was a Director and Head of Product Strategy and Economics at Deutsche Bank,…

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September 2021

Bryan Gay and Bill Medlin – Medicare

September 23 @ 5:30 pm - 6:30 pm
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October 2021

Fall 2021 Serve Day & EC’s 30th Anniversary Celebration

October 1 @ 4:00 pm - 7:30 pm
Evergreen Cemetery, 50 Evergreen Rd
Richmond, VA 23223 United States
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Alan Pratt – Donor Advised Funds

October 21 @ 5:30 am - 6:30 pm

Please join us for the October session of our Virtual Speaker Series. The Zoom webinar will occur on Thursday, October 21 from 5:30 - 6:30 PM. For this event, The Signatry's Alan Pratt will give a presentation on how we can create a legacy of giving and discuss ways to save on taxes through planned giving. Register for the event to learn how to give with purpose and clarity! Based in the Seattle area, Alan serves as the President of…

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