Latest Past Events

Office Hours (Virtual)

Join us for a live, virtual event where we’ll share the most recent investing news and answer your questions.

Are You Crypto Curious?

Our host Mark DeMichael will be discussing the recent rise of bitcoin and digital assets has created significant new opportunities and challenges for investors. This emerging asset class is transforming both the technology and finance industries. In this session, you will learn about Bitcoin, its progeny, the emerging use cases for digital assets, and how investors are getting involved.

Getting a Mortgage

Join us as we learn more about the mortgage process. We will talk about how to best prepare yourself to get a mortgage, what kinds of mortgages there are and why you would choose one over the other; With a high