Events

Long Term Care Seminar: Stamford

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

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!

Holiday Party: NYC

Holiday Party: Stamford

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.

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.

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.

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.

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

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

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.

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

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

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

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,

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

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.