Events
Upcoming Events
More events are on the way! Check back soon for more information.
Past Events
April 21, 2026
6:30p - 7:15p
Virtual Presentation
One Step Ahead - Cybersecurity and Identity Theft Webinar
This interactive session will guide you through strategies to help deter, identify and protect against potential threats to your personal information.
March 7, 2026
6:00p - 10:30p
Fishers Event Center
Client Appreciation Event!
Come join us for a hockey game with Indy Fuel!
November 23, 2025
12:30p - 4:30p
Three Oaks Financial Planning
Three Oaks Financial Planning Launch Party
Join us as we celebrate the official launch of Three Oaks Financial Planning! Date: Sunday, November 23rd Time: 12:30 P.M. - 4:30 P.M. Location: 10194 Crosspoint Blvd. Indianapolis, IN 46256 Come meet our team while enjoying an afternoon of Colts football, lunch and a toast to new beginnings! Please RSVP by Monday, November 17th
June 12, 2025
6:00p - 10:00p
Victory Field
Summer Client Appreciation Event!
Come join us for a picnic and baseball game with the Indianapolis Indians!
June 20, 2024
6:00p - 10:30p
Victory Field
Summer Kickoff Client Appreciation Event!
Come join us for a picnic and baseball game with the Indianapolis Indians!
December 6, 2023
6:00p - 7:00p
Webinar
Estate Planning 101
Join us as we hear an experienced estate planning attorney review estate planning, probate, wills, & trusts.
November 2, 2023
5:30p - 6:30p
Webinar
2023 Economic Review and Outlook with Fidelity
Join us as we hear Fidelity review the 2023 economic status and forecast the outlook for the rest of the year.
June 22, 2023
6:00p - 10:00p
Victory Field
Summer Kickoff Client Appreciation Event!
Come join us for a picnic and baseball game with the Indianapolis Indians!
April 27, 2023
3:00p - 6:00p
Cetera Investors
New Office Open House
Come check out the new office space and bring old documents that need shredded!
June 21, 2022
6:00p - 10:00p
Victory Field
Summer Kickoff Client Appreciation Event!
Come join us for a picnic and baseball game with the Indianapolis Indians!
May 19, 2022
2:00p - 3:00p
Webinar Series
In The Room with Ben Stein
You’re invited to an exclusive, one-on-one conversation with economist, writer, and comedian Ben Stein! Ben is a respected finance writer with a deep understanding of personal finance and how investors can set themselves up for success in a variety of economic conditions.
June 17, 2021
7:00p - 8:00p
Webinar Series
In The Room With Leslie Odom Jr.
Join us for an invitation-only conversation and performance with a legend in the making: Leslie Odom, Jr.
March 18, 2021
2:00p - 3:00p
Online Event
In The Room With Dr. Ben S. Bernanke
Exclusive event with former Federal Reserve Chair, Dr. Ben S. Bernanke.
October 15, 2020
12:00p - 1:00p
Zoom Webinar
How Should You React to This Year's Turbulence?
Join us for our featured speaker, Bob Hartig, Senior Vice President for Capital Group / American Funds, for an informational session on investing in turbulent times.
August 3, 2020
8:00a - 9:00a
Daleville Community Schools
Daleville Community Schools Back-to-School Breakfast
Breakfast for Daleville Community Schools Back-to-School
May 26, 2020
5:00p - 6:00p
Webinar Series
Understanding Recent Market Volitility Featuring Gene Goldman
Join us for an in depth look on the recent market volatility. Our presenter for this session is Gene Goldman, CFA®, Chief Investment Officer and Director of Research, Cetera Investment Management.
May 6, 2020
6:30p - 7:30p
Webinar Series
Behavioral Finance: Why Investors Make The Decisions They Do
Join us for a virtual workshop with guest speaker, Stefanie Azzarelli, discussing the psychology behind people and their investment decisions.
May 6, 2020
12:00p - 1:00p
Webinar Series
Behavioral Finance: Why Investors Make The Decisions They Do
Join us for a virtual workshop with guest speaker, Stefanie Azzarelli, discussing the psychology behind people and their investment decisions.