Client Events

2023 Half Time Report

Host: Tom Ryan

Review of the First Half: US Markets

Market Forces ● Where Are We Now ● What’s Ahead for the Second Half of 2023



Mid-Year Economic and Market Update

Host: Dean R. Hedeker, CPA, RFC, JD 

Equity Market Review

New administration ● Re-openings ● Equity market volatility ● Record highs ● Interest rate and inflation concerns


2021 Investor Outlook Virtual Webinar

Host: Dean R. Hedeker, CPA, RFC, JD 

Equity Market Review

Equity Markets plunged in the 1st Quarter but rebounded with new highs by year-end.  What is in store for the future?