Broker Check

Events

Whether it’s keeping up with trends or discussing some other topic, our firm is dedicated to providing sound information to our clients. Along the way, we like to have some fun, too. If any of the events below look interesting, please give us a call. We’ll be happy to add you to our guest list.

Upcoming Events

More events are on the way! Check back soon for more information.

Past Events

April 1, 2026

1:00p - 2:00p

Zoom Meeting

What NY & NJ Employers Need to Know About Retirement Plan Laws

New retirement savings laws are changing the landscape for many employers in New York and New Jersey. In this webinar, RPG Consultants and Genesis Wealth Advisor Group will break down what the legislation requires, which employers are affected....

March 10, 2026

4:00p - 5:00p

This is a Virtual Event

Live Investor Market Update

Join us Tuesday, March 10, 2026, at 4:00 PM ET, as Glenn Dorsey, Senior Vice President, Head of Client Portfolio Management for Clark Capital, hosts an Investor Market Update for our clients via webcast.

July 19, 2025

12:45p - 4:00p

AMC Voorhees 16 Theater

Private Movie Screening of Superman (2025)

We have rented out the theater for a private showing of Superman (2025), Rated PG13.  This is a family friendly event. Bring the kids and/or grandkids. We're including the popcorn and soda, but seats are limited so act fast!

April 24, 2025

1:00p - 1:30p

Virtual: A Link Will Be Sent To You After Registration

Markets & Tariffs: The Bottom Line

Join us for our Q1 2025 review, a 30-minute insightful and interactive discussion to help you cut through the noise during this time of uncertainty and increased market volatility.

October 10, 2024

6:00p - 7:00p

Virtual Event: Attend from the comfort of your home

Outlook 2024: Can the Fed Stick the Landing?

What's going to happen in the first 6 months after the election if interest rates continue to go down? Don't miss our exclusive virtual event: Outlook 2024 - Can the Fed Stick the Landing? Special guest speaker: Andrew Opdyke, CFA, Senior Economist, First Trust Portfolios October 10th, 2024 at 6pm Eastern/3pm Pacific. Andrew will discuss: What do the jobs number really mean What is driving inflation now The market outlook in a lower interest rate environment Fireside Chat: You have the opportunity to submit your questions for Andrew to answer live during the event

July 20, 2024

1:00p - 3:00p

AMC Voorhees 16 Theater

Bring Your Friends and Family to a Private Movie Showing

We have rented out the theater for a private showing of Despicable Me 4.   We've included a large popcorn to share and and 2 large sodas for every two seats, but seats are limited. *This event is only open to our clients, preferred strategic partners, and their guests*  

November 15, 2023

6:30p - 9:00p

'Bout the Hops Brewing

Client Appreciation Craft Beer Tasting Event at 'Bout the Hops Brewing

Join us for a craft beer tasting event and tour on Wednesday, November 15th from 6:30pm to 9:00pm  Featuring a beer flight and selections of your choice along with dinner.  A tour will be given during the evening with the opportunity to meet and greet with other guests in a casual atmosphere.

Event Registration

Will you be able to attend this event?