Broker Check

Events

Our firm is dedicated to providing prudent information to our clients so that they can tune out the noise and make informed decisions. Along the way, we also like to have some fun, too. Clients and their friends and family are invited to take advantage of our various events.  We put together these events as client appreciation and education, while celebrating the fluid and ever-changing nature of clients' financial needs.

 

Upcoming Events

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

Past Events

March 10, 2021

11:00a - 11:45a

Zoom

Presidential Election Aftermath

We are delighted to invite you to our Presidential Election Aftermath Virtual Event on March 10th, presented by Brian Levitt, Invesco Global Market Strategist. This is a virtual event through Zoom. Registration is required and space is limited. Register today to save your seat!

January 28, 2021

10:00a - 11:00a

Zoom

2021 Market Outlook

We are proud to have David M Lebovitz, Global Market Strategist from JP Morgan, share their 2021 market and economic insights to our clients. This is a virtual event through Zoom. Registration is required and space is limited. Register today to save your seat!

January 23, 2020

4:00p - 5:30p

Promontory Building

2020 Economic & Market Outlook at 4 pm

Wright Wealth Strategies is excited to invite you to a 2020 Economic & Market Outlook Workshop on January 23rd! In order to accommodate our clients’ schedules, our presenter, Derek Sasveld, Director Investment Solutions at BMO Global Asset Management, has agreed to give 2 separate identical workshops at 12 PM and 4 PM.

January 23, 2020

12:00p - 1:30p

Promontory Building

2020 Economic & Market Outlook at 12 pm

Due to high demand, this 12 pm workshop is at capacity. Space remains available at the 4 pm workshop. Please register now to reserve your spot. We are looking forward to seeing you.

Event Registration


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