Upcoming Events


Our popular Lunch & Learn series will be held at the Gaslight Music Hall in Oro Valley from 12:00-1:00 PM.  In January we will be moving this event to the Oro Valley Country Club.  However, due to low attendance Thursday, September 21st will be our last Eat & Educate Red Lion Inn & Suites, located at 7411 N Oracle Rd.

November 2017

  • Tuesday, November 28th Lunch & Learn at noon at the Gaslight Music Hall in Oro Valley. This month’s speaker is Kenneth Rosenson, Deutsche Funds. The topic will be “The Case for Global Infrastructure”, followed by a Q&A over the LPL conversion.

December 2017

  • Sunday, December 10th is our Southwest Investment Advisors annual Christmas Party.  This year we will be at the Arizona Historical Museum, 949 East 2nd Street from 11:00am to 3:00pm. We will even have Santa present from 1:30pm to 3:00pm for any pictures with kids! As always, we will serve food and drinks and we will have access to the museum while we are there.  We will be collecting unwrapped presents on behalf of the women and children at the Gospel Rescue Mission.

January 2018

  • Tuesday, January 23rd Lunch and Learn at noon at A NEW LOCATION!  For the year we will be meeting at the Oro Valley Country Club 200 W Valle Del Oro Rd.  We will be meeting in the Pusch Ridge II Room.  This month’s speaker is Matthew Malvey, CIMA, CRCP, VP of Alliance Bernstein Global.  The topic is Capital Markets Outlooks for 2018.