Upcoming events

Past Events

2026

5

Feb

February 5, 2026 @ 05:30 pm - 07:00 pm CST

Half-Yearly Market Outlook

Let’s survey the landscape together Join your Vantage Point advisors for a presentation and conversation with our guest from John Hancock Investments. We’ll look at possible indicators, influences, and approaches […]

2025

26

Jun

June 26, 2025 @ 04:00 pm - 07:00 pm CDT

Friends & Family Summer Picnic

Vantage Point invites you and your family for some music, food and games. it’s our way of saying “Thank you” for working with us! Event will be held in the […]

30

Jan

January 30, 2025 @ 05:30 pm - 07:00 pm CST

Save the Date for our Market Outlook 2025

Join your Vantage Point Advisors and our guest speaker, Matt Moslander, CIMA®, Executive Director–Client Advisor at JP Morgan for a conversation about possible market indicators and influences as we shift […]

2024

5

Dec

December 5, 2024 @ 04:00 pm - 07:00 pm CST

You’re invited to our Holiday Open House

Join us for a night of good cheer! We’re hosting a merry evening at our Plymouth location, in the lower level cafe. Enjoy heavy appetizers, refreshments, and desserts Casual and/or […]

22

Aug

August 22, 2024 @ 04:00 pm - 07:00 pm CDT

Summer Picnic 2024

Celebrating you — thank you for working with us! Join us on the back lawn for: Lawn games A barbecue dinner with sides and dessert Water and sodas Casual dress. […]

1

Aug

August 1, 2024 @ 11:30 am - 01:00 pm CDT

Mid-Year Outlook 2024

Jeff Nymark of First Eagle Investments will discuss the financial markets for the first half of 2024 and the outlook for the balance of the year. Hear how the headlines […]

2023

14

Dec

December 14, 2023 @ 04:00 pm - 07:00 pm CST

Holiday Open House 2023

Come join us for a bit of festive cheer! ‘Tis the season for our annual chance to celebrate our clients during this holiday season. Appetizers and refreshments by B’s on […]

22

Jun

June 22, 2023 @ 04:00 pm - 07:00 pm CDT

2023 Summer Picnic – Thank you to all who attended!

Celebrating you — thank you for working with us! Join us on the back lawn for: • Live music from 4–6:30PM • Lawn games • A barbecue dinner with sides […]

26

Jan

January 26, 2023 @ 05:30 pm - 07:00 pm CST

Forecast 2023 Dinner Session

Anne Kinsman of Putnam Investments will discuss the challenging markets of 2022 and outline Putnam’s expectations for 2023. Anne has been serving advisors for over 25 years and is one […]

26

Jan

January 26, 2023 @ 11:30 am - 01:00 pm CST

Forecast 2023 Lunch Session

Anne Kinsman of Putnam Investments will discuss the challenging markets of 2022 and outline Putnam’s expectations for 2023. Anne has been serving advisors for over 25 years and is one […]

2021

20

Aug

August 20, 2021 @ 04:00 pm - 07:00 pm CDT

Summer Picnic

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2020

30

Jan

January 30, 2020 @ 05:30 pm - 07:00 pm CST

Forecast 2020

Vantage Point Wealth Management 505 North Highway 169, Plymouth, MN 55441

Tom Parnell of JPMorgan will discuss how the markets fared in 2019 and the expectations for 2020.

28

Jan

January 28, 2020 @ 11:30 am - 01:00 pm CST

Forecast 2020

Vantage Point Wealth Management 505 North Highway 169, Plymouth, MN 55441

Tom Parnell of JPMorgan will discuss how the markets fared in 2019 and the expectations for 2020.

2019

12

Dec

December 12, 2019 @ 04:00 pm - 07:00 pm CST

Holiday Open House

Vantage Point Wealth Management 505 North Highway 169, Plymouth, MN 55441

Appetizers, beverages, and socialization to celebrate the season. Casual dress, and feel free to bring a guest. Please RSVP to Dawn by Thursday, December 5th.

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While each advisor has a unique background and style, we share a common approach to service and investment.