Broker Check

Events

Upcoming Events

June 21 - June 23, 2024

12:00a - 12:00p

Hyatt Huntington Beach

July 18, 2024

1:30p - 2:30p

via Zoom

July 22 - July 25, 2024

12:00a - 12:00p

TBD

July 25 - July 28, 2024

12:00a - 12:00p

TBD

August 15, 2024

1:30p - 2:30p

via Zoom

August 28, 2024

1:30p - 2:30p

via Zoom

September 19, 2024

8:00a - 6:00p

Embassy Suites Sacramento

October 17, 2024

1:30p - 2:30p

via Zoom

October 23, 2024

1:30p - 2:30p

via Zoom

October 27 - October 30, 2024

12:00a - 12:00p

TBD

November 14, 2024

2:00p - 5:00p

Iron Point Financial Advisors

November 21, 2024

1:30p - 2:30p

via Zoom

December 19, 2024

1:30p - 2:30p

via Zoom

Past Events

June 20, 2024

1:30p - 2:30p

via Zoom

June 2 - June 6, 2024

12:00a - 12:00p

TBD

May 29, 2024

6:30p - 8:30p

Sutter Health Park

May 22, 2024

1:30p - 2:30p

via Zoom

May 20 - May 22, 2024

12:00a - 12:00p

TBD

May 16, 2024

1:30p - 2:30p

via Zoom

April 25, 2024

5:30p - 8:30p

Top Golf in Roseville

April 18, 2024

1:30p - 2:30p

via Zoom

March 28, 2024

8:00a - 6:00p

Embassy Suites Sacramento

March 21, 2024

1:30p - 2:30p

via Zoom

March 11 - March 13, 2024

12:00a - 12:00p

The Diplomat Beach Resort

February 28, 2024

1:30p - 2:30p

via Zoom

February 15, 2024

1:30p - 2:30p

via Zoom

January 18, 2024

1:30p - 2:30p

via Zoom

January 10, 2024

5:00p - 7:00p

Revival at The Kimpton

November 16, 2023

3:00p - 5:00p

Iron Point Financial Advisors

Iron Point Open House

Please join us for an Open House at our office- stop by for a snack, drink and take a pie home to share with your Thanksgiving table! Additionally, we are hosting a Food Drive for the Folsom Food Bank, please consider bringing non-perishable items to the office to help feed local families for Thanksgiving!

October 22 - October 25, 2023

9:00a - 4:00p

TBD

Advisor Group Event - ConnectED

All Advisor Group Wealth Management Firms are invited to attend this large-scale conference. It is full of educational and CE opportunities and typically closes with a high-profile musical concert. 6,000+ attendees annually. Check back for more details (exact date and time TBD)!

September 21, 2023

9:00a - 6:00p

Westin Sacramento

Iron Point In-Person Learning Event

Please join us at our OSJ Branch meeting being held at in September at the Westin Sacramento. The meeting is designed to be interactive, with a focus on business building, best practices and upcoming regulatory changes to the industry. Additionally, it is a great way to network with other successful advisors. Check back for more details (exact date, time and location TBD)!

August 16, 2023

6:00p - 9:00p

Studio Movie Grill

OSJ Movie Night

Please join us for a movie night at the Studio Movie Grill in Rocklin. Check back for more details (exact date, time and location TBD)!

July 16 - July 19, 2023

9:00a - 4:00p

The Broadmoor

Securities America Event - Leaders Forum

Please join us for an exciting event to honor and recognize the top producing financial professionals at Securities America – Criteria for qualification is set forth by the broker-dealer. Check back for more details!

July 6, 2023

6:00p - 8:00p

Top Golf Roseville

Iron Point Top Golf

Join us for a BBQ at Out of Bounds Brewery. Check back for more details (exact date and time TBD)!

June 6, 2023

6:00p - 8:00p

Sacramento River Cats - Sutter Health Park

Iron Point River Cats Baseball Game

Join us for a Sacramento River Cats Baseball game! Check back for more details (exact date and time TBD)!

May 23 - May 25, 2023

9:00a - 4:00p

Louisville Convention Center

Advisor Group NXT 2023 Conference

Please join us for an exciting event hosted by Advisor Group to help financial professionals, large enterprises, and institutions best position their business for what’s to come. Registration will launch on March 15th, so check back for most details soon!

April 28 - April 30, 2023

6:00p - 12:00p

Seascape Beach Resort

Iron Point Top Producer Event

Congratulations to our financial professionals that have been chosen to attend this year’s annual Iron Point Top Producers retreat at the Seascape Beach Resort. Attendees will enjoy a complimentary two night stay, hosted cocktail reception on Friday evening and dinner on Saturday evening. Additionally, we have scheduled plenty of free time to relax and enjoy all the amenities of this award winning resort.

April 27, 2023

4:30p - 5:30p

Zoom Meeting

Monthly OSJ Happy Hour

Please join us for our monthly OSJ Virtual Happy Hour. We have no scheduled agenda, so kick back, raise a glass and have fun!

April 26, 2023

1:30p - 2:30p

Webinar

Tour Of AG - Product & Income Consulting

Join us for a new and exciting webinar series where we will explore a wider variety of tools, resources and support that are available for you to take advantage of to benefit your practice to the fullest. Mike Bogseth & Aaron Winters, Retirement and Income Planning Consultants will join us to talk through their department and how you might utilize their services which include: Retirement & Income Planning, Financial Planning & Product Information and Services!

April 20, 2023

1:30p - 2:30p

Zoom Meeting

3rd Thursday OSJ Zoom Meeting

Join us for our monthly 3rd Thursday OSJ Zoom Meeting. This month, Ben Pahl, President of Liberty One will unpack the finer points of how to transition from Mutual Funds to Advisory in an effective and efficient manner. Ben has 18 years of experience working at a high level as a financial advisor. He has personally transitioned hundreds of relationships from commission-based to fee-based over the years. Ben will be discussing how to overcome the barriers that play out in your mind as you consider transitioning a segment of your clients from Mutual Funds to Advisory. We are also excited to announce that Richard Carr with Flexible Plan Investment will be joining the call to discuss various ways Advisors can grow their fee-based business through Self-Directed Brokerage Business, Principled Investing and Donor Advised Funds.

March 30, 2023

9:00a - 4:00p

The Westin

Iron Point In-Person Learning Event

Please join us at our OSJ Branch meeting being held at on March 30th at the Westin Sacramento. The meeting is designed to be interactive, with a focus on business building, best practices and upcoming regulatory changes to the industry. Additionally, it is a great way to network with other successful Financial Professionals.

March 22, 2023

Webinar

Tour of AG - Technology Consulting

Join us for a new and exciting webinar series where we will explore a wider variety of tools, resources and support that are available for you to take advantage of to benefit your practice to the fullest. Technology Consultants Jonathan Belair & Eric Baumgartner will join us to talk about ways to make the technology in your office work to make you more efficient. They will highlight using Redtail and Albridge in collaboration to give a full client picture from your CRM.

March 16, 2023

1:30p - 2:30p

Zoom Meeting

3rd Thursday OSJ Zoom Meeting

Join us for our monthly 3rd Thursday Zoom meeting. We highly encourage you to attend this meeting as Rob will be providing some important upcoming changes with Advisor Group. Following Rob will be Public Relations and Branding Expert, Warner Johnston. Warner will be discussing the four components of branding and ways to refresh your positioning, design, assets, and promotion. A good brand is essential to your professional success in today's virtual and digital world. Not only does a good brand convey authenticity and trust, but it also leads to repeat business by allowing you to raise awareness, build your network, and stimulate demand.

February 23, 2023

4:30p - 5:30p

Zoom Meeting

Monthly OSJ Happy Hour

Please join us for our monthly OSJ Virtual Happy Hour. We have no scheduled agenda, so kick back, raise a glass and have fun!

February 22, 2023

1:30p - 2:30p

Webinar

Tour of AG - Products and Services Webinar

Join us for a new and exciting webinar series where we will explore a wider variety of tools, resources and support that are available for you to take advantage of to benefit your practice to the fullest. Amy Hawkins – Vice President, Business Partner and Abby Ronnebeck – Business Partner with Securities America and Advisor Group will be discussing events happening in 2023, discounts and perks through AG, AG's community center, and more!

February 16, 2023

1:30p - 2:30p

Zoom Meeting

3rd Thursday OSJ Zoom Meeting

Join us for our monthly 3rd Thursday Zoom meeting. This month, Mark Santarsiero, President and CEO of Marshall & Stevens will be discussing strategies for financial advisory practices, overall valuation trends, market conditions, case studies and more. In addition, Scott Friel, Senior Consultant with Business Coaching & Consulting at Advisor Group will be joining us to deliver an overview of the Prepared Buyer Coaching Program offered through Advisor Group. Scott will highlight the goals of this program and the elements that set it apart from some of the other curriculums out there.

February 15, 2023

6:00p - 9:30p

Studio Move Grill

Iron Point Movie Night

Please join us at Studio Movie Grill in Rocklin, CA for a private showing of Avatar: The Way of Water, the #1 movie in the world. Attendees will have full access to a dinner and bar menu, with choices delivered directly to your seat.

Event Registration