Events
We are fun people who have a blast hosting fun events. Annually, we host a summer and winter appreciation event for our clients and their friends to thank them for their relationship, while enjoying dancing, live music, and delicious food.
We also host various educational events throughout the year to benefit both our clients and our community. Whether it’s keeping up with trends or discussing a hot topic, we are dedicated to providing sound and useful information to our clients. If any of the events below look interesting, please register by clicking on the "Register" button.
Upcoming Events
More events are on the way! Check back soon for more information.
Past Events
September 13, 2023
6:00p - 8:00p
AdviseMint
Social Security & Medicare Seminar
All are welcome. Become informed and plan ahead at our workshop on all things Social Security & Medicare.
August 6, 2023
5:00p - 8:00p
Mountain Valley Golf Course
AdviseMint's Annual Summer Picnic
Our clients and their families are invited to join us on Sunday, August 6th, at Mountain Valley Golf Course for our Annual Summer Picnic. 5 pm - Dinner 6 pm - Live Music by The New Individuals
July 19, 2023
6:00p - 7:00p
Zoom
Mid Year Market Update with Brian Landy, CFA
Investment Expert Brian Landy, CFA, Senior Vice President, Client Portfolio Manager, will recap the year, so far, and look forward to what the rest of the year has in store for the markets.
April 19, 2023
6:00p - 8:00p
AdviseMint
Medicare & Social Security Planning
This event is open to both clients and non-clients. Become informed and plan ahead at our workshop on all things Medicare & Social Security.
February 23, 2023
5:45p - 6:30p
ZOOM
December 8, 2022
3:00p - 7:00p
AdviseMint Annual Holiday Open House
AdviseMint Annual Holiday Open House
Please join us for our Annual HolidayOpen House.
August 7, 2022
5:00p - 8:00p
Mountain Valley Golf Course
AdviseMint's Annual Summer Picnic
Our clients and their families are invited to join us on Sunday, August 7th, at Mountain Valley Golf Course for our Annual Summer Picnic. 5 pm - Dinner 6 pm - Live Music by The New Individuals
April 6, 2022
6:00p - 7:00p
Zoom
Confidence In Crisis - Zoom Webinar
Attend this virtual event to hear from experts on this crisis and its worldwide impact. We will discuss the global markets, inflation expectations in the future, ongoing supply chain issues, rising interest rates, and gas prices.
January 19, 2022
6:00p - 7:00p
Zoom
2022 Economic Forecast - 6 PM
Attend this virtual event to learn what's in store for 2022. We will discuss the global markets, investing for income through dividend paying stocks, and inflation expectations in the future.