Broker Check

Events

Whether it’s keeping up with trends or discussing some other topic, our firm is dedicated to providing sound information to our clients. Along the way, we like to have some fun, too. If any of the events below look interesting, please give us a call. We’ll be happy to add you to our guest list.

Upcoming Events

October 21, 2020

12:30p - 1:30p

Zoom Webinar

Register

How The 2020 Election May Impact Your Portfolio

The 2020 Election is quickly approaching and it's been a constant on many minds. How will the election impact my portfolio? Which party will create a better outlook for our markets? Needless to say, there has been ongoing market uncertainty amid the U.S. Presidential elections. During this time of unpredictability, our team has researched and examined the market from a volatility and historical perspective. Join our webinar next week on Wednesday, October 21 at 12:30pm EST to hear from Shaun Carney on the impact of the U.S. elections on the stock market, outlook and your portfolio.

November 2, 2020

11:30a - 12:00p

Zoom Webinar

Register

Monthly Market Insight Live!

Live webinar will be held on the first Monday of every month at 11:30am EST. We will cover topics that range from performance, economic influences, current events and outlook. Feel free to email questions ahead of time to shaun@boltfinancialgroup.com.

December 7, 2020

11:30a - 12:00p

Zoom Webinar

Register

Monthly Market Insight Live!

Live webinar will be held on the first Monday of every month at 11:30am EST. We will cover topics that range from performance, economic influences, current events and outlook. Feel free to email questions ahead of time to shaun@boltfinancialgroup.com.

December 8, 2020

12:00p - 2:00p

Upper Arlington Public Library

Keys to Investing in Retirement & Tax Management Strategies

Instructed through the Ohio Department of Commerce: Division of Real Estate & Professional Licensing. Attention: Registered Real Estate Agents and Brokers. Approved for 2 CE Credits.

January 4, 2021

11:30a - 12:00p

Zoom Webinar

Register

Monthly Market Insight Live!

Live webinar will be held on the first Monday of every month at 11:30am EST. We will cover topics that range from performance, economic influences, current events and outlook. Feel free to email questions ahead of time to shaun@boltfinancialgroup.com.

February 1 - February 8, 2021

11:30a - 12:00p

Zoom Webinar

Register

Monthly Market Insight Live!

Live webinar will be held on the first Monday of every month at 11:30am EST. We will cover topics that range from performance, economic influences, current events and outlook. Feel free to email questions ahead of time to shaun@boltfinancialgroup.com.

March 1 - March 8, 2021

11:30a - 12:00p

Zoom Webinar

Register

Monthly Market Insight Live!

Live webinar will be held on the first Monday of every month at 11:30am EST. We will cover topics that range from performance, economic influences, current events and outlook. Feel free to email questions ahead of time to shaun@boltfinancialgroup.com.

April 5, 2021

11:30a - 12:00p

Zoom Webinar

Register

Monthly Market Insight Live!

Live webinar will be held on the first Monday of every month at 11:30am EST. We will cover topics that range from performance, economic influences, current events and outlook. Feel free to email questions ahead of time to shaun@boltfinancialgroup.com.

May 3, 2021

11:30a - 12:00p

Zoom Webinar

Register

Monthly Market Insight Live!

Live webinar will be held on the first Monday of every month at 11:30am EST. We will cover topics that range from performance, economic influences, current events and outlook. Feel free to email questions ahead of time to shaun@boltfinancialgroup.com.

June 7, 2021

11:30a - 12:00p

Zoom Webinar

Register

Monthly Market Insight Live!

Live webinar will be held on the first Monday of every month at 11:30am EST. We will cover topics that range from performance, economic influences, current events and outlook. Feel free to email questions ahead of time to shaun@boltfinancialgroup.com.

August 2 - August 9, 2021

11:30a - 12:00p

Zoom Webinar

Register

Monthly Market Insight Live!

Live webinar will be held on the first Monday of every month at 11:30am EST. We will cover topics that range from performance, economic influences, current events and outlook. Feel free to email questions ahead of time to shaun@boltfinancialgroup.com.

September 6, 2021

11:30a - 12:00p

Zoom Webinar

Register

Monthly Market Insight Live!

Live webinar will be held on the first Monday of every month at 11:30am EST. We will cover topics that range from performance, economic influences, current events and outlook. Feel free to email questions ahead of time to shaun@boltfinancialgroup.com.

Past Events

October 5, 2020

11:30a - 12:00p

Zoom Webinar

Monthly Market Insight Live!

Live webinar will be held on the first Monday of every month at 11:30am EST. We will cover topics that range from performance, economic influences, current events and outlook. Feel free to email questions ahead of time to shaun@boltfinancialgroup.com.

August 25, 2020

11:00a - 12:00p

Zoom Webinar

State of the Markets

A lot has happened in this first half of 2020. In this Live Webinar, we'll discuss in detail how the markets have performed and how we can prepare for the future.

June 2, 2020

12:00p - 2:00p

Red 1 Realty

Keys to Investing in Retirement & Tax Management Strategies

Instructed through the Ohio Department of Commerce: Division of Real Estate & Professional Licensing. Attention: Registered Real Estate Agents and Brokers. Approved for 2 CE Credits.

May 28, 2020

11:00a - 12:00p

Zoom Webinar

State of the Markets & Investing

A lot has happened in this first part of 2020. In this Live Webinar, we'll discuss in detail how the markets have performed and how we can prepare for the future.

Event Registration