
Description
Please join us for an educational, informative, and fun night out at Davio’s!
During this event, you will have an opportunity to hear from some of the industry's leading investment companies on their view on the current markets and economy. Desireé Sii, President of SagePoint Financial, will be our keynote speaker.
Agenda:
4pm – Optional Investment Panel
Interactive panel discussion with several of our key investment partners.
- State of the market and economy
- Are we in a recession and where are things going?
- Key investment themes and opportunities in the current environment
5:15pm - Dinner and Keynote speaker
Desireé Sii, President of SagePoint Financial
- Who is SagePoint Financial and Advisor Group?
- What does it mean to be an Independent Brokerage Firm?
- The current and future state of the industry
Hors d’oeuvres, dinner and dessert will be served.
Please RSVP by October 1, 2022.
When you register for the event, please add a message if you are able to attend the Optional Investment Panel at 4:00 in addition to dinner.
Date and Time
Wed, Nov 09, 2022
4:00p - 7:30p EST