Events
Upcoming Events
Business Owners: How you can reduce costs & simplify the management of your company's 401K
This will be a "hybrid" event: "In Person": The Capital Grille, Stamford, CT and "Virtual": Via Zoom simulcast. This presentation and Q&A will cover strategies that business owners can implement to leverage retirement plans to reduce their taxable income while providing a valuable benefit to employees.
Past Events
October 13, 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.
March 24, 2021
5:30p - 6:30p
Zoom
Virtual Town Hall: Economic Update (Zoom Webinar)
With all that's going on in the market... we've decided to bring back our favorite economist -- Lauren Goodwin!
December 9, 2020
6:00p - 8:00p
The Capital Grille
December 2, 2020
6:00p - 8:00p
Stamford Yacht Club
November 10, 2020
6:00p - 7:00p
Zoom
Virtual Town Hall: Post Election Market Commentary Webinar
The upcoming election will likely have a significant impact on the markets. So, we've decided to bring back one of our most popular guest speakers, Lauren Goodwin, to share her "post-election" thoughts with us.
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.