Events

Upcoming Events

December 2, 2020

6:00p - 8:00p

Stamford Yacht Club

December 9, 2020

6:00p - 8:00p

The Capital Grille

April 7, 2021

6:00p - 8:00p

The Residence at Summer St.

Long Term Care Seminar: Stamford

Guest speakers will discuss all aspects of long term care and hold a Q&A session after.

April 22, 2021

6:00p - 8:00p

West 86th - An Atria Residence

Long Term Care Seminar: NYC

Guest speakers will discuss all aspects of long term care and hold a Q&A session after.

Past Events

September 16, 2020

6:00p - 8:00p

The Capital Grille

Guest Speaker 9/16: TBD

Guest Speaker TBD 6:00pm - 6:30pm: Cocktails and passed hors d'oeuvres 6:30pm - 7:15pm: Speaker 7:15pm - 8:00pm: Q&A and more cocktails, passed hors d'oeuvres, coffee and dessert.

September 10, 2020

6:00p - 8:00p

The Cornell Club

Guest Speaker 9/10: TBD

Guest Speaker TBD 6:00pm - 6:30pm: Cocktails and passed hors d'oeuvres 6:30pm - 7:15pm: Speaker 7:15pm - 8:00pm: Q&A and more cocktails, passed hors d'oeuvres, coffee and dessert.

June 10, 2020

1:00p - 2:00p

Zoom Meeting

Virtual Town Hall: Estate Planning in the Time of a Pandemic

Join us for a virtual, interactive discussion about estate planning in the time of a pandemic. In addition to having a robust, audience driven Q&A about current estate planning concerns, we will also cover specific ideas regarding how to review and update your estate documents during these challenging, socially distant times.

May 20, 2020

6:00p - 8:00p

The Capital Grille (Stamford)

Guest Speaker 5/20: TBD

Speaker: TBD 6:00 - 6:30 pm: Cocktails & passed hors d’oeuvres 6:30 - 7:30 pm: Presentation 7:30 - 8:00 pm: Q&A and more cocktails, passed hors d'oeuvres, coffee and dessert

May 14, 2020

6:00p - 8:00p

The Cornell Club (NYC)

Guest Speaker 5/14: TBD

Speaker: TBD 6:00 - 6:30 pm: Cocktails & passed hors d’oeuvres 6:30 - 7:30 pm: Presentation 7:30 - 8:00 pm: Q&A and more cocktails, passed hors d'oeuvres, coffee and dessert

May 5, 2020

4:30p - 5:30p

Live Webinar

How to use Financial Planning to Navigate Turbulent Markets

This live webinar will be hosted by Sovereign's Principal, Charles "Chuck" Failla, CFP(r). Chuck will go into detail about Sovereign's process for integrating "Financial Planning" with "Money Management". Specifically... Chuck will explain how implementing and following a disciplined process can help navigate even the most turbulent of markets. He will go into detail about how Sovereign's methodology for "dovetailing" the planning process with investment decisions helps reduce risk and affords peace of mind.

December 12, 2019

6:00p - 8:00p

Stamford Yacht Club

Holiday Party: Stamford

Holiday Party No presentation... just good food, drink and company. Join us for some Holiday Cheer! 6:00 - 8:00 Cocktails / heavy Hors d'oeurvres

December 5, 2019

6:00p - 8:00p

The Capital Grille (NYC)

Holiday Party: NYC

Holiday Party No presentation... just good food, drink and company. Join us for some Holiday Cheer! 6:00 - 8:00 Cocktails / heavy Hors d'oeurvres

September 25, 2019

6:00p - 8:00p

The Capital Grille (Stamford)

Cocktail Reception / Q3 Economic Update.

Join us at The Capital Grille (Stamford) for a cocktail reception and economic update. Our guest speaker will be James P. Farrell, CIMC

September 10, 2019

6:00p - 8:00p

The Cornell Club (NYC)

Cocktail Reception / Q3 Economic Update

Join us at The Cornell Club for a cocktail reception and economic update. Our guest speaker will be Lauren Goodwin, CFA,

May 22, 2019

6:00p - 8:00p

The Capital Grille (Stamford)

Guest Speaker: Timothy Horsburgh

Speaker: TBD 6:00 - 6:30 pm: Cocktails & passed hors d’oeuvres 6:30 - 7:30 pm: Presentation 7:30 - 8:00 pm: Q&A and more cocktails, passed hors d'oeuvres, coffee and dessert

May 7, 2019

6:00p - 8:00p

The Cornell Club (NYC)

Guest Speaker: Professor Jeremy Siegel

Professor Siegel will be sharing thoughts on his current market and economic outlook for 2019. Cocktails and passed hors d'oeuvres will be served.

Event Registration


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