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.
Family Fun Day 2023
April 29, 2023 11:00a - 3:00p Central Standard Time
Join us for a day of fun with your families and ours!! Click the event name for more information!
State of the Markets 2023
March 23, 2023 6:30p - 7:30p Central Standard Time
Loft 18 - Saints watch party
October 20, 2022 6:30p - 10:00p Central Standard Time
Join us at Loft 18! For more information click the event name!
July 14, 2022 6:30p - 7:30p Central Standard Time
For more information, please click even name.
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
Please join us for a comprehensive review of market activity in 2021 and a look at what may happen in 2022.0
August 17, 2021 6:30p - 7:30p Central Standard Time
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
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
Half Time Report
August 20, 2020 6:30p - 8:30p Central Standard Time
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
RESCHEDULED Stay tuned for more information.
State of the Markets 2020
February 6, 2020 6:30p - 9:30p Central Standard Time
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
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.