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  • Forecast 2023 Lunch Session

    Vantage Point Plymouth, Lower Level Conference Room 505 North Highway 169, Plymouth, MN, United States

    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 of our best strategic partners. Catered by Olive Garden. 11:30am to 1pm with Lunch

  • Forecast 2023 Dinner Session

    Vantage Point Plymouth, Lower Level Conference Room 505 North Highway 169, Plymouth, MN, United States

    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 of our best strategic partners. Catered by Olive Garden.   5:30pm – 7pm  with Dinner   RSVP with your session choice by January 23, 2023 to […]

  • 2023 Summer Picnic

    Vantage Point Plymouth, on lawn behind building 505 North highway 169, Plymouth, MN, United States

    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 and dessert Water and sodas Casual dress Family and friends welcome! RSVP to Jen by Monday, June 19th at (763) 587-7120 or jen@vpwealthmgmt.com In case of rain, we'll […]

    Free
  • Holiday Open House 2023

    505 North Highway 169, Plymouth, MN 55441, Lower Level Cafe

    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 the River Casual/holiday attire optional Guests welcome RSVP to Jen by Monday, December 11, 2023 Helping our clients invest in joy!

    Free
  • Mid-Year Outlook 2024

    505 North Highway 169, Plymouth, MN 55441, Lower Level Cafe

    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 may impact your portfolio going forward. All sessions in Lower Level Presentation Room 505 North Highway 169, Plymouth MN 55441 RSVP with session choice by […]

  • Summer Picnic 2024

    505 North Highway 169, Plymouth, MN 55441, Lower Level Cafe

    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. Family and friends welcome! In case of rain, we'll celebrate in our lower level lobby. RSVP to James by Monday, August 19th at (763) 587-7120 […]

  • Holiday Open House

    505 North Highway 169, Plymouth, MN 55441, Lower Level Cafe

    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 festive attire The more the merrier: please feel free to bring your family and friends RSVP to Taylor at 763.587.7120 or taylor@vpwealthmgmt.com       […]

    Free
  • Market Outlook 2025

    Vantage Point Plymouth, Lower Level Conference Room 505 North Highway 169, Plymouth, MN, United States

    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 from 2024 to 2025. Dinner provided. We welcome and encourage your questions–and any guests you’d like to include. RSVP to Taylor by Monday, January 27, […]

    Free
  • Friends & Family Summer Picnic

    505 North Highway 169, Plymouth, MN 55441, Lower Level Cafe

    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 picnic area behind our building, or in case of rain, in our cafeteria area on the lower level. Enjoy dinner, dessert, and beverages, plus live […]

    Free
  • Cybersecurity Seminar 2025

    Vantage Point Plymouth, Lower Level Conference Room 505 North Highway 169, Plymouth, MN, United States

    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. As always, please feel free to bring your family and friends.   Tuesday, October 28th, 5:30-7pm We’ll provide a casual dinner catered by Cafe Zupas […]

    Free
  • Holiday Party 2025

    Oak Ridge Country Club 700 Oak Ridge Road, Hopkins, MN, United States

    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 from 4-7pm   Oak Ridge Country Club 700 Oak Ridge Road Hopkins, MN 55305 Please note the new location this year-  just a few minutes […]

    Free
  • Half-Yearly Market Outlook

    Vantage Point Plymouth, Lower Level Conference Room 505 North Highway 169, Plymouth, MN, United States

    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 heading into the first half of 2026. Questions encouraged, and feel free to invite others. Thursday, February 5, 5:30-7:00 pm Dinner at 5:30 Presentation begins […]

    Free