Join Us

Sgroi Wealth Management proudly hosts both events and seminars to educate and engage our clients, and invite the community to learn more about what we can offer.  Below is a listing of upcoming events, and an RSVP form to respond to seminar invitations.  We invite you to become involved with your team!

Would you like to be contacted when we are scheduling new seminars or events?  Let us know with the comment box at the bottom of the page.  If there is a topic you would be interested attending in more than others, or if you see a topic that isn't listed that you would like to learn more about, please let us know!

Event Scheduling

February 2015
Due to the arrival of Jason's son, Christiano Anthony, on 2/10, we hope you'll look for our next seminar, tentatively slated to be held in late March or early April.

Congratulations, Jason and Amy!

January 2015

01/22
01/28
01/29
LPL Financial's Research Department presents Outlook 2015: In Transit.  Join us for a 90-minute seminar going over what LPL Financial has forecasted for the markets in 2015.  Learn about what may influence market locally, nationally, and globally, and how that could affect your portfolio.  

2014

There are no events scheduled for the remainder of 2014.  We wish you a very happy, healthy holiday season and a wonderful New Year!

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