Coming Events

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Since January 2017, we have been hosting evening workshops on the third Thursday of every month from 5:30-6:30 PM at the Red Lion Inn & Suites located at 7411 N Oracle Rd. Please call our office at (520) 544-2500 to reserve your seat.  Additionally we have been continuing our Lunch & Learn series since January 24, 2017 at the Gaslight Music Hall in Oro Valley from 12:00-1:00 PM.

June 2017

  • Thursday, June 15th Eat & Educate at 5:30 PM at the Red Lion Inn & Suites on Oracle near Ina. This month’s topic is Home Buying 101 presented by Victoria McGullam Anderson, Tierra Antigua Realty
  • Tuesday, June 27th Lunch & Learn at noon at the Gaslight Music Hall in Oro Valley – PIMCO Rise Above Rates, Interest Rates in Focus

July 2017

  • Thursday, July 20th Eat & Educate at 5:30 PM at the Red Lion Inn & Suites on Oracle near Ina. This month’s topic is Social Security: The Choice of a Lifetime presented by Troy Simmons, Vice President, Nationwide Retirement Institute.
  • Tuesday, July 25th Lunch & Learn at noon at the Gaslight Music Hall in Oro Valley: This month’s topic is: The Client Experience: The Power of Advice & Guidance presented by Courtney Langdon with Lord Abbett Funds.

August 2017

  • Thursday, August 17th Eat & Educate at 5:30 PM at the Red Lion Inn & Suites on Oracle near Ina. This month’s topic is: The Case for Global Infrastructure presented by Kenneth Rosenson, Senior Vice President, Regional Consultant, Deutsche Asset Management
  • Tuesday, August 22nd Lunch & Learn at noon at the Gaslight Music Hall in Oro Valley. This month’s topic is: From the Hill to the Street, An Insider’s Perspective presented by Randy Clark, Vice President, Eaton Vance

September 2017

  • Thursday, September 21st Eat & Educate at 5:30 PM at the Red Lion Inn & Suites on Oracle near Ina. This month’s speaker is Steve Sullivan, Vice President, Franklin Templeton Investments
  • Tuesday, September 26th Lunch & Learn at noon at the Gaslight Music Hall in Oro Valley. This month’s speaker is Pacific Life, Long Term Care

October 2017

  • Thursday, October 19th Eat & Educate at 5:30 PM at the Red Lion Inn & Suites on Oracle near Ina. This month’s speaker is Matthew Malvey, CIMA, CRCP, VP of AB Global
  • Tuesday, October 24th Lunch & Learn at noon at the Gaslight Music Hall in Oro Valley. This month’s speaker is Bernie Baker, Vice President, Dividend Capital Securities

December 2017

  • Sunday, December 10th Southwest Investment Advisors annual Christmas Party.  Location and time to be determined, but Save-the-Date!