Fiduciary EDGE Events
Upcoming Events
More events are on the way! Check back soon for more information.
Past Events
November 17, 2023
12:00p - 1:00p
Fiduciary EDGE Advisors' ZOOM Room
What's Your Story - Hear how to record your family story with special guest Chuck Napier of Voices Carry
Chuck Napier of Voice Carry joins Jayne W. Di Vincenzo CFP®, ChFC®, AIF® for a special webinar event on the importance of sharing and documenting the highlights and important history for you and your family. No cost to attend. You'll receive a helpful workbook and guide for attending. First five (5) RSVPs receive an Uber Eats gift card to enjoy lunch while you listen in!
October 27, 2023
Fiduciary EDGE Advisors, LLC Zoom Session
Estate Planning Strategies Webinar at noon with Attorney Geneva Perry
Join Fiduciary EDGE Advisors and guest Geneva Perry to learn how to use trusts and other estate planning tools to minimize stress for your family and streamline the process while protecting your privacy. She'll also share ideas on avoiding costly probate and putting plans in place to care for family members with special needs.
October 19, 2023
6:00p - 8:00p
Brewery
Octoberfest Social 6-8 pm 10/19/2023
Relax with friends and enjoy the sunset at the waterfront as we celebrate the arrival of fall and cooler temperatures.
August 10, 2023
12:00p - 1:00p
Webinar - RSVP to receive your link
A.I. for Investors
A.I./Artificial Intelligence Webinar featuring Capital Group
July 20, 2023
12:00p - 1:00p
Webinar - RSVP to receive your link
July 19, 2023
2:00p - 3:00p
Online
July 10 - July 12, 2023
12:00p - 1:00p
Austin, TX
June 30, 2023
12:00p - 1:00p
Webinar
April 27, 2023
12:00p - 12:45p
Webinar - RSVP to Receive Link
April 27, 2023 - Kara Murphy, CIO Kestra Investment Services Joins Fiduciary EDGE Advisor's Webinar as Guest
Kara Murphy, CIO Kestra Investment Services, with appearances on CNBC and Bloomberg will join Fiduciary EDGE Advisors' Webinar as a guest.
March 30, 2023
12:00p - 1:00p
Webinar - RSVP to Receive Your Link
March 30, 2023 -- Money Matters Webinar Featuring Mark Thompson of Capital Group
Webinar with host Jayne W. Di Vincenzo of Fiduciary EDGE Advisors. Guest from Capital Group.
February 28, 2023
5:00p - 6:30p
Webinar - RSVP to receive link
November 16, 2022
12:00p - 1:00p
Webinar Event — Join us from your desk, porch or kitchen table
Mega-Trends - Where Future Opportunities to Invest May Lead
Mega-Trends— where advances in technology, science, spending, consumer preferences, sustainable products can lead to investing opportunities.
November 12, 2022
6:30p - 9:00p
The Tavern
Dinner and a Movie — Client Appreciation Event
Dinner and a Movie with Fiduciary EDGE Advisors and your hosts, Jayne Di Vincenzo and Caroline Chappell.