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Events

Upcoming Events

More events are on the way! Check back soon for more information.

Past Events

A Holiday In Casablanca - 2023 Client Appreciation Party

December 9, 2023 11:00a - 2:00p Mountain Standard Time

Mastro's North Scottsdale (Pinnacle Peak & Pima)

Of all the gin joints in all the towns in all the world, we hope you walk into ours... It's the holidays again! Clients, please be our guest for our annual appreciation luncheon in 1940's French Morocco as we recreate a little bit of Casablanca... 12/9/2023, 11am- 2pm Click this event for additional details!

Net-FEST! An End of Year Outlook with Gene Goldman - A NetVEST Forum Event (IN-PERSON & also via ZOOM)

November 15, 2023 3:00p - 4:00p Mountain Standard Time

NetVEST Financial LLC

Head on over to our office for a end of year outlook featuring Gene Goldman and a variety of Oktoberfest themed fare (even though it's November), including a beer tasting presented by Uncle Bears Brewery! This presentation will be in-office as well as live on Zoom (for those who cannot attend)... RSVP today! * As a reminder: this event will begin at 3:15pm for those joining online via Zoom. Zoom Registration Link: https://zoom.us/meeting/register/tJ0vd-qsqzItGNy1SfR9M94T6J3b6UzaqK_8#/registration

Keeping Perspective In Volatile Markets - A NetVEST Forum Event (IN-PERSON & also via ZOOM)

April 20, 2023 3:00p - 4:00p Pacific Standard Time

NetVEST Financial LLC

News Headlines. Speculations. Bank Closures. Market Turbulence. Is the sky falling? Darin Ruiz from Brighthouse Financial brings us a little clarity about behavioral investing, and the benefits of keeping perspective in these challenging times.

A Balanced Approach To Investing

February 1, 2023 3:00p - 4:00p US Mountain Standard Time

NetVEST Financial LLC

Topics Include: What is a Balanced Portfolio? Overview of equity and fixed income markets Why 60/40? 2022 year in review Why Congress Balanced? Q&A

2022 Client Appreciation Party ~ Sugarplum's Confection Shoppe

December 3, 2022 12:00p - 3:00p US Mountain Standard Time

The Capital Grille Scottsdale

Calling the sweetest clients in all the land (ours)! We cherry cordial-ly invite you to an afternoon filled with candy confections and delights as we celebrate the holiday season and show our appreciation for our NetVEST Family! Please click on the gold verbiage to the left to view the invite! Please note: * We need full names and spellings of all guests that are not NetVEST clients! *For seating capacity considerations, this year we kindly request that COUPLES refrain from bringing non-client guests. Please feel free to reach out to us for any further clarification or questions regarding guests....thank you!

2021 Holiday Client Appreciation Party ~ Walking In A Winter Wonderland

December 11, 2021 12:00p - 3:00p US Mountain Standard Time

Capital Grille Scottsdale

A Festive, Winter-Themed Luncheon with Entertainment in your Honor...

Navigating Medicare

September 23, 2021 3:00p - 4:00p US Mountain Standard Time

NetVEST Financial, LLC

In our ongoing effort to provide the highest level of service and value to our clients, we are pleased to announce that NetVEST is now appointed with the largest provider of Medicare Supplemental and Medicare Advantage Plans. To launch our new services, we cordially invite you to this informative event!

Event Registration




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