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 and prospects. 

We have scheduled a series of virtual/online events for 2020.  Email us at info@ecabot.com if interested in the November series. Register for August below:

Upcoming Events

November 5, 2020

12:00p - 1:00p

This is an online event.

Year-End Planning for Maximizing Tax Savings

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Past Events

October 8, 2020

7:00p - 8:15p

This is an online event

August 27, 2020

12:00p - 1:00p

This is an online webinar. After registering you will receive an email with login details closer to event date.

Attractive Investment Themes for 2020-2021 Webinar

CLICK ON TITLE ABOVE FOR EVENT DETAILS. Please join us for our next Educational Series webinar "Attractive Investment Themes for 2020-2021" with speakers Rob Lutts, President and Chief Investment Officer, and Craig Goryl, Senior Portfolio Manager, with a brief introduction from Matt Heath, Wealth Advisor.

June 25, 2020

12:00p - 1:00p

This is an online/virtual event

State of the Markets and Asset Allocation

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Event Registration