Events
Join our weekly educational online and in-person webinars to secure your financial future
A Family Office View of Emerging Trends in Multi-Family Investing
The online round table discussion features three leaders in the fields
of Real Estate and Family Office investing: Rob Santos, CEO of Arrowroot
Family Office, Casey Lynch, CEO of Roundhouse, and Benjamin Orze, CFO of
Fow Hollow Ventures. The discussion will focus on a variety of topics
relating to the macro economy, capital markets, real estate and
investing. Benjamin, Casey & Rob will engage in a lively and informative
conversation, sharing their insights on a wide range of topics related
to the economy, investment and best practices Please submit questions or
topics you’d like to be covered in the discussion.
Investing for a Successful Retirement
Join us for our monthly webinars on “Investing for a Successful
Retirement.” Our expert advisors will guide you through the often
complex world of retirement planning, providing you with the insights
you need to make informed decisions about your financial future. Each
webinar is carefully crafted to provide valuable information and
actionable strategies for those looking to achieve their retirement
goals. Topics will include investment strategies, risk management, tax
planning, and more. Whether you’re just starting to plan for retirement
or you’re looking to refine your existing plan, our webinars will
provide you with the knowledge and tools you need to succeed. Don’t miss
out on this opportunity to take control of your financial future.
Investing for a Successful Retirement
Join us for our monthly webinars on “Investing for a Successful
Retirement.” Our expert advisors will guide you through the often
complex world of retirement planning, providing you with the insights
you need to make informed decisions about your financial future. Each
webinar is carefully crafted to provide valuable information and
actionable strategies for those looking to achieve their retirement
goals. Topics will include investment strategies, risk management, tax
planning, and more.
Estate Planning: How to avoid probate
Welcome to our monthly webinars on “Estate Planning: How to Avoid
Probate.” Our team of experienced estate planning attorneys and
financial advisors will provide you with the knowledge and tools to
effectively manage your estate and ensure a smooth transition of assets
to your loved ones.
Savvy Tax Planning
Join us for our monthly webinars on “Savvy Tax Planning.” Our expert
advisors will guide you through the often complex world of taxes,
providing you with the insights you need to make informed decisions
about your finances.