Events

Events Search and Views Navigation

Event Views Navigation

Today

  • Manager Performance Assessments

    During this time, managers should be completing assessments based on their team member's performance.

  • Future Branches Banking (Austin, TX)

    Austin, TX

    Richard Grotto (VP, Enterprise Sales), Salman Siddique (Senior Sales Development Representative), Justin Houchens (Senior Advisory Enterprise Sales Manager) will be in Texas from Nov. 28-30.

  • Getting Started with Real Talk (Professional Development Training)

    Talking about topics like race and racism can elicit strong emotions. This program will explore the challenges of talking about race in an open, honest way to promote understanding. After this session you will be able to: Explore the challenges of talking about race in an open, honest way Assess your current state as an […]

  • Virtual Cookie Baking & Cocktail Event

    **If you signed up before Nov. 3 (deadline), please check your Outlook calendar for a meeting invte from the Employee Engagement Committee with the Zoom information** Join us for our year-end celebration with Chef Therese Ludwig on Tuesday, Dec. 12, at 4:30 p.m. ET/1:30 p.m. PT. We will create adorable and delicious Hot Cocoa Cookie Cups while shaking […]

  • January Town Hall

    Join us for our first Town Hall of 2024! Agenda items will include a 2023 business recap (sales and financials), 2024 strategic priorities (including each business unit's key initiatives), and the 2024 goal setting timeline. Feel free to submit your questions by Jan. 10 using this form and we’ll do our best to incorporate your […]

  • T3 Conference (Las Vegas, NV)

    Las Vegas Las Vegas, NV

    The group below is heading to Sin City to attend the annual T3 conference! Feel free to reach out to the attendees and set up some time to connect if they’re in a city near you! Madeline McAleer (FPG) Patrick Matlick (FPG) Megan Thompson (Marketing) Jonathan Karp (Sales) Alex Mauritz (Product) Chad Porche (Product) Joshua […]

  • Wealthspire Advisor Summit (Scottsdale, AZ)

    Scottsdale, AZ

    Jordan Loomis (Sales) and Connor Sung (FPG) are heading to Arizona for the Wealthspire Advisor Summit from Jan. 28-31. Feel free to reach out to the attendees and set up some time to connect if they’re in a city near you!

  • FSI One Voice (Orlando, FL)

    Orlando, FL

    Salman Siddique (Sales), Paul Vieira (Sales), Justin Houchens (Sales) will be in Orlando from Jan. 29-31! Feel free to reach out to the attendees and set up some time to connect if they’re in a city near you!

  • Kestra Ascend (Indian Wells, CA)

    Check out who's heading to California for the Kestra Ascend conference from Feb. 4-7! Lisamarie Roberto (Relationship Management) Conor Dotson (Sales) Breanna Gutierrez (Client Support) Connor Sung (FPG) Madeline McAleer (FPG) Paul Vieira (Sales) Feel free to reach out to the attendees and set up some time to connect if they’re in a city near […]

  • FPG Workshop: The Tax Tango

    Come dance with FPG as they provide timely tax tips for this year’s tax season. You'll learn new tax rules for 2023 and what questions you should be asking your tax professional! They'll also help you identify ways to save and spend the eMoney bonus that gets paid out in March. https://emoneyadvisor.zoom.us/j/96394874172?pwd=bFYzVnM2NThtSDVrY0ZyY0FGaHd6UT09 Passcode: 582774

  • President’s Day (eMoney Closed)

    eMoney will be closed Monday, Feb. 19 in observance of Presidents Day. Normal business hours will resume on Tuesday, Feb. 20.