Broker Check


Our firm is dedicated to providing educational information to our clients. Whether it's keeping up with financial trends or learning about estate planning. Of course, we try to have some fun along the way. If any of the events below look interesting, please give us a call or register below.


Upcoming Events

More events are on the way! Check back soon for more information.

Past Events

Retire on Purpose - Virtual Educational Event

September 15, 2020 6:00p - 7:00p Eastern Standard Time

Virtual Zoom Educational Event - Link will be emailed to you

Retire on Purpose helps you create a satisfying, purpose-driven life; and discusses how having a purpose can help you live longer, healthier and happier.

Bingo Night

June 10, 2020 6:00p - 7:00p Eastern Standard Time

Virtual Event via ZOOM

Join us for our first virtual Bingo Night on Wednesday, June 10th at 6pm! We will mail bingo cards to your home to play along as Cathy A. Wagner calls out the numbers!  All bingo winners will receive a prize!  RSVP by May 29th to ensure shipping of your bingo cards. A Zoom link will be emailed to you to join the event after you RSVP. 

Women's Chocolate Tasting Event

May 26, 2020 6:30p - 7:30p Eastern Standard Time

Online via Zoom Link Emailed to you

Join us for a virtual Women's Event Chocolate Tasting with William Dean Chocolates. A one hour event you will not want to miss! After you RSVP, we will ship your chocolates for the tasting to your home and email you a ZOOM link to join the event online. Be sure to save your chocolates for the event!

Ice Cream Social & Drive By Shred Event

May 19, 2020 1:00p - 3:00p Eastern Standard Time

Wagner Advisory Group Office Parking Lot

Please join us for a drive by Shred Event at our office! After working from home these past weeks, we can't wait to see you! We will be adhering to socially distant guidelines for you to drop off your shredding in a secure bin, and then grab a sweet frozen treat for a job well done!

Investor Market Outlook with Clark Capital

April 2, 2020 9:00a - 10:00a Eastern Standard Time

Call - see details

On Thursday, April 2nd, 2020, at 9:00 AM EST, Glenn Dorsey, Senior Vice President, Head of Client Portfolio Management, will host an Investor Market Outlook and provide an economic and capital market review.

A Way Forward: Market Update Call with Mike Quinn

March 26, 2020 10:00a - 11:00a Eastern Standard Time


Join us for a Market Update, Thursday 3/26/2020 at 10am with Michael Quinn, Senior Vice President at American Funds- The Capital Group.

10th Annual Market Update

February 4, 2020 6:00p - 8:00p Eastern Standard Time

Bon Appetit

Join us for our 2020 Market Outlook - Long-term perspective on markets and economies.

Client Appreciation Frozen II Movie Event

December 7, 2019 10:00a - 12:00p Eastern Standard Time

AMC Woodlands 20

Come join us for our 9th Annual Client Appreciation Movie Event! Admission and Refreshments provided. Please be prepared to be in your seats by 10am for showtime. RSVP required by Nov 28th.

Client Advocate Event: Bern's Steakhouse

November 17, 2019 5:00p - 8:00p Eastern Standard Time

Bern's Steakhouse

A Three Part Event: Dinner & Drinks | Wine Cellar Tour | Dessert Room

What's My Year? Making the most of my Social Security.

September 4, 2019 6:00p - 8:00p Eastern Standard Time

Cafe Ponte

Join Cathy and you’ll walk away knowing more about how you can take full advantage of Social Security now and in the future. We will also have a guest speaker to answer any questions you may have regarding Medicare coverage and expenses. Dinner will be served. Menu selection: Beef Bolognese | Scallops GF | Roasted Chicken | Short Ribs

Annual Women's Event: Art From The Heart

May 8, 2019 6:00p - 8:00p Eastern Standard Time

Art From The Heart

Join Us, May 8th from 6-8pm for our Annual Women's Client Appreciation Event! Pottery & Dinner will be provided. RSVP by April 30th! Be sure to add your guest's name when registering!

Event Registration

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