UPCOMING EVENTS:

 2023 DunlapGill Wealth Management Group
Date: Saturday, October 7th
Time: 9:00 AM to 12:00 PM


 2023 Client Appreciation Event

Date: August 3, 2023

Time: 4:30-7:30 pm
at
Daniel’s Vineyard & Winery
9061 N 700 W McCordsville, IN

Enjoy a beverage of your choice and appetizers on us while taking in the beauty of the vineyard.  If you are interested in learning more about the wine-making process, we are offering one production tour at 6 pm. We will have a Q&A session around 6:30 pm. Join us for a relaxing evening at Daniels Winery.

RSVPs are requested to dawn.doty@lpl.com or at 317-770-2266 by July 28, 2023

 

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PAST EVENTS:

Annual Free Shred Event:

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Client Appreciation Event at Daniel’s Winery:

Enjoy a beverage of your choice and appetizers on us while taking in the beauty of the vineyard. If you are interested in learning more about the wine-making process you can sign up for one of the two production tours being offered. We have one scheduled for 5 pm and again at 6 pm. We will have a Q&A session around 6:30 pm. Join us for a relaxing evening at Daniels Winery.

Securities are offered through LPL Financial Member FINRA/SIPC.


LPL Research Outlook 2022: Passing the Baton:

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Passing the Baton delivers market insights on what we can expect in the economy, policy, stocks, and bonds for the rest of 2022.

Please join us for a comprehensive presentation on the markets and the global economy—and the opportunities and challenges that may lie ahead.

Our webinar was scheduled for January 27, 2022, at 4 pm EST or February 1, 2022, at 6 pm EST.


 


2021 PAST EVENTS:

Technological Breakthroughs Investors Shouldn’t Miss in 2021

Date:  April 28th, 2021
Time:  4:00 pm ET
Location: Register in advance for this meeting:
Zoom Webinar

After registering, you will receive a confirmation email containing information about joining the meeting.

If you have questions please contact Dawn Doty at 317-770-2266 or email dawn.doty@lpl.com.

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2020 Past Events:

  • February 5, 2020 – Annual Educational Symposium
  • 10 October 2020October 10, 2020 – Annual Shred Event

2019 Past Events:

  • February 7, 2019- Annual Educational Symposium
  • 22 March 2019March 22, 2019 – March Madness
  • 5 October 2019October 5, 2019 – Annual Shred Event
  • 8 October 2019October 8, 2019 – Big Ideas & Innovation Seminar with Ark Invest