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Events


October 23rd - Q3 Market Review with Assetmark

Join Assetmark to get the latest on Q3 market performance with Kezia Samuel, AssetMark’s Managing Director of Client Portfolio Management.

What to expect during the webinar :

• Q3 market overview

• Factors that contributed to and detracted from this performance

• What investors can think about for the balance of the year

*Kezia Samuel and AssetMark are not affiliated with Voya Financial Advisors or its representatives. 

Fill Out A Contact Form To Receive The Invite 

All Upcoming Events

October 23rd // Q3 Market Review with Assetmark

Tune in to Assetmark's Market Review of Q3 2020. You'll hear about what helped and hurt portfolio performance and gain new insights into the markets and the economy.
                               Questions? Contact lblair@steinfg.com






What's Next?

Check back here for more events from Stein Financial Group.



Past Events

October 13th // Your 2020 RMD Scoop

RMDs can be complicated. Because every person's financial situation is different, the right course of action also varies from person to person. 

We hosted this webinar to provide you with all the basic information you need to know. Youtube channel. Here's a link to the discussion: Your RMD Scoop


                         Still have Questions? Contact lblair@steinfg.com




Decisions In Life and In Sports // September 9th

We were so excited to host guest speaker Daniel Adler, Assistant General Manager for the Minnesota Twins for this very informative event about Decision Making. 


Daniel discussed his unique role within our favorite MLB team and talk about Decision Making In Life and In Sports.

You can watch the replay of this event on our Youtube channel by clicking this link: https://youtu.be/fEQqs6KQeu8




July 8th // SFGs July Coffee Chat Featuring A Physical Therapist

Our monthly virtual coffee chat featured a fantastic guest speaker, Dr. Josiah Thunshelle. As a physical therapist, Dr. Thunshelle believes strongly in the power of belief. He left us with some insights on this as well as some key components to success.