Broker Check

Events

Upcoming Events

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

Past Events

March 13 - March 28, 2024

9:00a - 3:00p

Our Cetera Investors Office

2 Week-Long Iron Mountain Free Secure Document Shredding Event

From March 13th to March 28th, we will have extra Iron Mountain Shredding secure bins available between 9am and 3:00pm. Please bring in all of your secure documents for shredding! Iron Mountain secure shredding services protect the privacy of your information by destroying paper records and documents, plastics, and media in a cost-efficient, safe, and compliant way. We will also be collecting non-perishable items to be donated to the Council of Social Concern in Woburn, so feel free to bring in some donations along with your shreddables! 

February 21, 2024

6:30p - 7:30p

Virtual Webinar

January 31, 2024

5:30p - 6:30p

Zoom Webinar

"What Does 2024 Have in Store?" Webinar with CIO, Gene Goldman

As we look back 2023, many of us are wondering what the investment markets have in store for 2024.   To help you formulate your strategies, please join me for an important discussion on our Investment Themes to Focus on for 2024.  In this focused and engaging call, we will examine the important financial factors at play, including economic developments, world events, and other market influences. You will come away with insights and ideas to take you through the year. This webinar event features our Chief Investment Officer and the Director of Research at Cetera Financial Group, Gene Goldman, CFA. 

November 8, 2023

6:30p - 7:30p

Virtual Webinar

October 12, 2023

2:00p - 3:00p

Online Webinar

September 13, 2023

6:30p - 7:30p

Virtual Webinar

July 19, 2023

6:30p - 7:30p

Virtual Webinar

July 11, 2023

5:00p - 6:00p

Zoom Webinar - link will be provided via confirmation email

Three Investment Themes to Focus on for the Rest of 2023

As we look back on the first half of 2023, many of us are wondering what the investment markets have in store for the balance of 2023. To help you formulate your strategies, please join us for an important discussion on our Three Investment Themes to Focus on for the Rest of 2023. In this focused and engaging call, we will examine the important financial factors at play, including economic developments, world events, and other market influences. You will come away with insights and ideas to take you through the rest of the year. This webinar event features our Chief Investment Officer and the Director of Research at Cetera Financial Group, Gene Goldman, CFA.

May 24, 2023

6:30p - 7:30p

Virtual Webinar

February 8, 2023

6:30p - 7:30p

Virtual Webinar

November 15, 2022

6:30p - 7:30p

Virtual Seminar

August 23, 2022

6:30p - 7:30p

Virtual Webinar

May 19, 2022

2:00p - 3:00p

Online Webinar

May 17, 2022

6:30p - 7:30p

Virtual Seminar

February 22, 2022

6:30p - 7:30p

Virtual Webinar

September 9, 2021

2:00p - 3:00p

Online Webinar

June 17, 2021

7:00p - 8:00p

Online Webinar

March 18, 2021

2:00p - 3:00p

Online Webinar

Event Registration