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

January 11, 2024

5:45p - 6:30p

Zoom

2024 Market Outlook

AdviseMint Financial Partners & Emily Dailey along with Federated Hermes invite you to attend this event to discuss our economy and financial markets in the year ahead.

December 14, 2023

3:00p - 7:00p

AdviseMint Annual Holiday Open House

AdviseMint's 2023 Annual Holiday Open House

Please join us for our Annual Holiday Open House.

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

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.

Event Registration