Broker Check

Events

Whether it’s keeping up with trends or discussing different financial topics, Synthesis Wealth Planning is dedicated to providing sound information to our clients. Along the way, we like to have some fun, too. Keep checking back to stay up to date with all Synthesis Wealth Planning events.

Upcoming Events

December 13, 2022

12:00p - 1:00p

Zoom

Register

Panel Discussion: Economic Outlook: An Analysis of What’s Coming

What can you expect in the coming months and how can you position yourself? Join us for the next Business Growth Roundtable where we have gathered economic thought leaders and policymakers to share their insight on our current economic volatility and what we can expect in the coming months.

Past Events

October 20, 2022

12:00p - 1:00p

Zoom

5 Steps to Managing Your Energy LIKE A PRO

Make sure constant tiredness and fatigue don't distract or hold you back anymore.

October 12, 2022

6:30p - 8:30p

Zoom

The Changing World of Retirement Planning Online Course

Many of the retirement strategies utilized by past generations have grown outdated and may no longer have an application to those looking to retire today. This class compares and contrasts the old retirement paradigms of yesteryear and the new paradigms of today as you prepare to retire in the 21st century.

June 29, 2022

12:00p - 1:00p

Zoom

Market Volatility

Discuss and learn about the current market trends and forecasts and how it compares to history.

Event Registration