Upcoming Events


The October 2018 Lunch & Learn will be the last in the series.  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.

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 Asset Class interaction with Geo-Political Events.
    This will be our last Lunch & Learn.