Events

Back by popular request! A conversation with Eric Hundahl, CFA, Head of BNY Investment Institute. Eric was a hit last year. He’s agreed to return to review the current financial […]

Enjoy a summer evening in the park Dinner catered by Butcher Salt Food Truck Rain or shine: fully enclosed, accessible space Free parking next to building Family and friends welcome […]

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 […]

Join us for our Holiday Party! Complimentary valet parking Heavy appetizers, refreshments, and desserts Casual and/or festive attire The more the merrier: friends and family welcome   Thursday, December 11th […]

Learn ways to keep your bearings in a confusing digital landscape. Cybersecurity consultant Joey Tran of Wipfli will share practical ways to help protect yourself from ever-evolving scams and hacks. […]

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 […]

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 […]