Events
Upcoming Events
September 24, 2026
12:00p - 1:30p
Mt Hawley Country Club
What you need to Know
Geopolitics and investing have had a volatile year. We have had a war that stopped and started multiple times, another war that has continued for years, a variety of supply chain shocks, and now we have an election just around the corner. The market has seen a period of market broadening, a short market decline including a significant decline in many commodities, a sharp recovery that was quite narrow and now another market broadening and even a potential swing from growth to value stocks. What's an investor to do or think? You are invited to hear Confluence CEO Mark Keller come present on Geopolitics, Investing and "What you need to know".
September 24, 2026
5:30p - 7:00p
Mt Hawley Country Club
What you need to Know - Evening Time Slot
Geopolitics and investing have had a volatile year. We have had a war that stopped and started multiple times, another war that has continued for years, a variety of supply chain shocks, and now we have an election just around the corner. The market has seen a period of market broadening, a short market decline including a significant decline in many commodities, a sharp recovery that was quite narrow and now another market broadening and even a potential swing from growth to value stocks. What's an investor to do or think? You are invited to hear Confluence CEO Mark Keller come present on Geopolitics, Investing and "What you need to know".
Past Events
June 12, 2026
12:00p - 12:45p
Webinar - By Teams Invitation Link
Introduction to Medicare
We offer this session complimentary to help our clients and prospects so they may better understand Medicare and how to get the Medicare care you deserve in retirement.
September 25, 2025
5:30p - 7:00p
Mount Hawley Country Club
Straightforward Investment Strategies in a Complicated World (copy)
Our world is becoming more complex and circumstances are changing faster and faster. Yet there are time-tested investment strategies that have helped investors through all kinds of conditions, and there are actually many attractive opportunities that exist. Benjamin F. Edwards and Confluence will share its observations, viewpoints and potential solutions, while also welcoming questions and discussions across a broad range of topics.
September 25, 2025
12:00p - 1:00p
Mount Hawley Country Club
Straightforward Investment Strategies in a Complicated World
Our world is becoming more complex and circumstances are changing faster and faster. Yet there are time-tested investment strategies that have helped investors through all kinds of conditions, and there are actually many attractive opportunities that exist. Benjamin F. Edwards and Confluence will share its observations, viewpoints and potential solutions, while also welcoming questions and discussions across a broad range of topics.
August 21, 2025
12:00p - 12:30p
Teams Webinar
Direct Indexing - Creating Tax Alpha
Join us for a 30-minute webinar on Direct Indexing, where you will discover how this strategy aims to deliver index-level returns like those of the S&P 500 while maximizing your after-tax gains. Learn how Direct Indexing can help you create tax-efficient investment portfolios and potentially reduce your overall tax bill compared to more traditional investment vehicles such as mutual funds and ETFs. Register now and receive a Teams link to join the session.
May 15, 2025
5:30p - 7:30p
Mount Hawley Country Club
Social Security
Please join us for a presentation on Social Security. Items to be discussed include Social Security Basics, Impact of Filing Early or Late, Spousal and Survivor Benefits, and Taxation of Social Security This is a great opportunity for those aged 50 to 70, that have not applied for social security yet, to learn about social security. Doors open and 5:00 PM and the presentation starts at 5:30 PM
October 17, 2024
12:00p - 1:30p
Mt. Hawley Country Club
The Right Things (and Wrong Things) to Worry About
Investors commonly ask about geopolitical matters and their possible effects on investments. While these concerns are significant to investors, they are often not the main factors influencing long-term market returns. So, which geopolitical issues hold relevance for long-term investments?