Broker Check

Events

Whether it’s keeping up with trends or discussing some other topic, our firm is dedicated to providing sound information to people who are concerned about their personal finances. Along the way, we like to have some fun, too. To register for our upcoming events, click on the event name below.

 

Upcoming Events

Client Social

October 13, 2022 6:00p - 9:00p Central Standard Time

TBA

Past Events

Family Fun Day

May 7, 2022 11:30a - 3:30p Central Standard Time

Lafreniere Park - Shelter 8

Join us for Family Fun Day! For more information click the event name.

State of the Markets 2022

February 22, 2022 6:30p - 7:30p Central Standard Time

Webinar

Please join us for a comprehensive review of market activity in 2021 and a look at what may happen in 2022.0

Halftime Report

August 17, 2021 6:30p - 7:30p Central Standard Time

Webinar

Join us for our online Half Time Report. For more information click the event name. We can't wait to "see" you there.

Eight Tax Strategies for 2021

April 7, 2021 6:30p - 8:00p Central Standard Time

Webinar

Join us Thursday, April 7th at 6:30 PM CST for our "8 Tax Strategies for 2021" webinar. Click the event name for more information.

2021 State of the Markets

February 4, 2021 6:30p - 8:00p Central Standard Time

Online

Half Time Report

August 20, 2020 6:30p - 8:30p Central Standard Time

Webinar

Join us for our Half Time report update. Click the event name for more information.

Family Fun Day

May 9, 2020 11:00a - 4:00p Central Standard Time

Lafreniere Park

RESCHEDULED Stay tuned for more information.

State of the Markets 2020

February 6, 2020 6:30p - 9:30p Central Standard Time

Metairie Office

Regatta clients are invited to join us as we review 2019 and take a look ahead at 2020. Click the event name for more information.

NOLA Distillery Tour

January 16, 2020 6:30p - 9:30p Central Standard Time

NOLA Distillery

Regatta clients and their guests are invited to join us for a private tour of NOLA distillery. For more information and to RSVP, click the event name to the left.

Event Registration




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