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.
More events are on the way! Check back soon for more information.
October 16, 2021 10:00a - 1:00p Eastern Standard Time
Carlouel Yacht Club
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.
September 21, 2021 6:00p - 8:30p Eastern Standard Time
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
April 20, 2021 6:00p - 7:30p Eastern Standard Time
Virtual Event via ZOOM
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.
February 23, 2021 6:00p - 8:30p Eastern Standard Time
Virtual Event via ZOOM
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.
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.
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.
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!
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!
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.
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.
February 4, 2020 6:00p - 8:00p Eastern Standard Time
Join us for our 2020 Market Outlook - Long-term perspective on markets and economies.
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.
November 17, 2019 5:00p - 8:00p Eastern Standard Time
A Three Part Event: Dinner & Drinks | Wine Cellar Tour | Dessert Room
September 4, 2019 6:00p - 8:00p Eastern Standard Time
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
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!