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Events

Upcoming Events

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

Past Events

May 6, 2025

12:30p - 1:30p

Economic & Market Update Webinar

Economic & Market Update

The Falcon Financial Group will be hosting a webinar on the current market conditions including what to do during volatile times and offering a concise overview of current global economic trends.  Our guest speaker is Matthew Potter CFA who is the director of Investment Services with SEI.  The session will conclude with a Q&A session with the speaker. 

October 8, 2024

5:00p - 6:15p

Webinar Event

Taking stock in elections: to trade, or not to trade?

Politics and elections are once again dominating the news cycle, raising questions for investors about the market implications of various possible outcomes in the Presidential and Congressional races. Will the ongoing market rally slow down, or perhaps gain more steam based on the results in November? Which sectors might benefit, and which might be negatively impacted by the results? And ultimately, should investors make changes to their portfolios based on the election outcome, or is it better to stay the course?

March 4, 2024

12:00p - 1:00p

Webinar

529 Plan Updates & Strategies Webinar

Attention parents and Grandparents! 529 College Savings plans are getting even better! You can now use for private high school and convert left over money to ROTH IRAs.

Event Registration

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