Events

St. Patrick's Day Discussion with John & Jayson- Institutional Money Managers & Mutual Funds

Let's celebrate St. Patty's Day together with a last-minute get-together! Our own John & Jayson will be discussing the differences between institutional money managers and mutual funds, along with how to keep your portfolios aligned with your goals and objectives.

Rhythm & Candlelight - 2025 Holiday Client Appreciation

Ole!  Clients, please be our guest for our annual appreciation luncheon on 12/13/2025, 12pm- 3pm Click this event for additional details! 

Strategize and Socialize - An afternoon with Cetera's Chief Investment Officer Gene Goldman

You (and a couple, friend, or colleague) are cordially invited for a VIP experience as NetVEST welcomes Gene Goldman of Cetera for a dynamic afternoon of financial insight! Socialize with the man himself in-person for a pre-presentation happy hour featuring sips and small bites.

2024 Client Appreciation Party

Please be our guests of honor for a beautiful afternoon as we celebrate the season and our relationship with you. ENTERTAINMENT | 3-COURSE LUNCHEON | COCKTAILS | PHOTO BOOTH

Navigating 2024 and Beyond

A Holiday In Casablanca - 2023 Client Appreciation Party

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)

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)

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

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

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

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

Navigating Medicare

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!