Events

Our featured speaker, Robert Schlegel, will address a number of interesting topics, including Clark's assessment of key economic indicators, which we think you’ll find helpful as we work together on reaching your financial goals.

Join Us to Get: What factors have contributed tp previous recessions? How have equities moved during past contractions? What are the most consistent economic indicators to watch? How close is the next recession? What can investors do to prepare?

Come join us for a VIP Holiday Brunch! A full meal will be provided as well as live entertainment!  RSVP by November 17th.  

JOIN US TO GET: ◼ Exclusive market insights to help you stay on track to meet your goals ◼ A review of Clark Capital’s investment approach ◼ Answers to today’s most relevant questions about the markets

Join us for a virtual Bingo Night on Tuesday, August 23rd 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 August 4th  to ensure shipping of your bingo cards. A Zoom link will be emailed to you to join the event after you RSVP. 

Join Us, May 11th from 6-8pm for our Annual Women's Client Appreciation Event! Pottery & Dinner will be provided. RSVP by May 4th! Be sure to add your guest's name when registering!

Protecting your identity is one of the most important things you can do in today's world. Responsibly destroying sensitive documents is a smart way to stay safe and reduce clutter. Please join Wagner Advisory Group for our Shred & Scoop Event on April 26th from 1:00 pm until 3:00 pm outside of our office building. 

Our featured speaker, Robert Schlegel, will address a number of interesting topics, including Clark's assessment of key economic indicators, which we think you’ll find helpful as we work together on reaching your financial goals.

Join Cathy A. Wagner, CFP for brunch as she discusses the Journey of Balancing Wealth & Wellness to help you create a satisfying, purpose-driven life. You will also have the opportunity to make your own essential oil roller.

Wagner Advisory Group invites you to a panel discussion on generating retirement income. Guest Speakers: Rick Burdick of Catalyst Funds, Cort Woodruff of Jackson National, and John Pifer of Horizon Investments.  RSVP by 9/13 and Include Meal Selection: - Roasted Chicken Breast topped with Sweet Pecan Butter - Grilled Salmon on Black-Eyed Pea Relish with Crispy Bacon - 5 oz. Petit Filet Mignon with Demi-Glace on Crispy Fried Onions - Portabello Mushroom Ravioli with Roasted Garlic, Asparagus & Parmesan Cheese

Join Cathy A. Wagner and a Certified Sommelier for a virtual wine tasting on June 15th (join at 6:40p, tasting starts promptly at 6:45p). Learn more about the tasting notes, wine making process, and more! We will ship to your home four bottles of wine to enjoy. 

Join us for a virtual Bingo Night on Tuesday, April 20th 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 April 10th to ensure shipping of your bingo cards. A Zoom link will be emailed to you to join the event after you RSVP. 

Join Cathy A. Wagner and our featured speaker, Michael Quinn with American Funds, virtually as they provide a market update, which we are confident you will find useful in todays investment environment. There will also be ample time for questions.

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.

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. 

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!

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!

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.

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

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

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.

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

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

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!