WEALTH MANAGEMENT EVENTS & PROGRAMS
Calendar of Events
Each year, HoyleCohen sponsors and/or participates in a wide variety of business, educational, networking, fund-raising and other types of community-oriented wealth management events.
Learn more about our upcoming events and those that have already taken place. We hope to see you at a HoyleCohen event soon!
Market & Economic Update Webinar with Samantha Azzarello of J.P. Morgan
8/24/20 Market & Economic Update Webinar with Samantha Azzarello of J.P. Morgan
Getting Financially Fit Virtual Series Summaries
Check out these great virtual events hosted by Senior Wealth Advisor, Elisabeth Cullington, offering steps women can take now to get their financial and lives in shape!
Top 5 Mistakes to Avoid BEFORE a Liquidity Event
8/5/20- Join Sr. Wealth Advisor, Ty Summerlin and Estate Planning attorney, Rebecca Haines, for a straight-forward, casual discussion on how to apply liquidation strategies to minimize taxes and increase net payout of a stock windfall.
11th annual “Woman of Valor” honors Janet Acheatel
Please join us in honoring Janet Acheatel for her distinction in the 11th annual – Lipinsky Family San Diego Jewish Art Festival’s centerpiece – Woman Of Valor.
Getting Financially Fit Part 3 – Virtual discussion with Robin Toft
6/3/20 – Part 2 of a virtual series for women focused on on taking control in an uncertain environment. Elisabeth Cullington is joined by Retirement Planning Guru, Katherine Roy of J.P. Morgan.
Access to Insight – A Conversation with Robert Price
Sr. Wealth Advisor and JCF Board Chair, Janet Acheatel, speaks with Robert Price, Chairman of Price Philanthropies about Resilience and Growth. Tuesday 5/26
Elisabeth Cullington hosts 3 part virtual series for women: Getting Financially Fit!
HoyleCohen Partner and Sr. Wealth Advisor, Elisabeth Cullington, is excited to host several upcoming virtual events focusing on steps women can & should take NOW more than ever to be in control of and OWN their financial lives.
The Old Globe Shines It’s Spotlight on HoyleCohen
HoyleCohen is excited to be recognized for our partnership with the beloved Old Globe, an institution of the arts community in San Diego.
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