Upcoming Events

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Our popular Lunch & Learn series is now being held at the Oro Valley Country Club at 300 W. Greenock Road from 12:00 pm -1:00 pm.  We meet in the Pusch Ridge II Room.  These are educational seminars and not sales presentations.  Feel free to invite friends and neighbors who you believe might benefit from the topics.

 

July 2018

  • Tuesday, July 24th Lunch and Learn at noon.  This month’s speaker is Dave Spataro of Ivy Funds.  The topic is “Outlook and Update on Energy”.

August 2018

  • Tuesday, August 28th Lunch and Learn at noon.  This month’s speaker is Jim Paxton from Lincoln Financial Group.  The topic is “A discussion on Long-Term Care”.

September 2018

  • Tuesday, September 25th Lunch and Learn at noon.  This month’s speaker is Zachary Taylor of Voya Investment Management.  The topic is “Predictive Human Behavior”.

October 2018

  • Tuesday, October 23rd Lunch and Learn at noon.  This month’s speaker is Courtney Langdon of Lord Abbett Funds.  The topic is TBA.

November 2018

  • Tuesday, November 27th Lunch and Learn at noon.  This month’s speaker is Bart Schannep of Southwest Investment Advisors. The topic is 2018 in review.

December 2018

  • Tuesday, December 25th is Christmas Day!