Events
Alternative Investing Seminar
Jan 01, 2029 05:00 PM Eastern Standard Time - Jan 01, 2029 06:00 PM Eastern Standard Time
Location To Be Determined
Location To Be Determined
Explore the opportunity to gain insights into various alternative asset classes, and learn about the potential for higher returns and added diversification.
Date & Location TBD. More information will be released when available.
RSVPMarket Outlook
Jan 01, 2029 05:00 PM Eastern Standard Time - Jan 01, 2029 08:00 PM Eastern Standard Time
Location To Be Determined
Location To Be Determined
A yearly market outlook session exclusive for the So Wealth Management Group's clients to help you stay aware of the economy and themes in the markets.
Date & Location TBD. More information will be released when available.
RSVPQuarterly Financial Literacy Program
Jan 01, 2029 06:00 PM Eastern Standard Time - Jan 01, 2029 08:00 PM Eastern Standard Time
Location To Be Determined
Location To Be Determined
A one-month long financial literacy program aiming to support the next generation with financial and investing knowledge.
Date & Location TBD, more information will be released when available.
RSVPEstate & Tax Planning Seminar
Jan 01, 2029 06:30 PM Eastern Standard Time - Jan 01, 2029 08:00 PM Eastern Standard Time
Location To Be Determined
Location To Be Determined
Gain in-depth knowledge of estate and tax planning strategies that are applicable to your wealth planning.
Date & Location TBD. More information will be released when available.
RSVP