Broker Check
23 May
Client Movie Night & Mid Year Market Update


Our Client Night at the Movies is the most popular event for clients--both a show of appreciation for the trust you put in our services & an opportunity for important updates. Prior to the screening we will hear from a member of the portfolio management team at Black Rock - one of the sub-advisors we use to help manage client investments - about their thoughts on the economic themes influencing portfolio management in 2024.

The evening will include:
•  An update on our practice from Jason Vitucci
•  Elections & Interest Rates: Important economic themes in 2024 presented by Matt Estes with Black Rock Investments
•  Screening of The Fall Guy, starring Ryan Gosling & Emily Blunt

Please RSVP by Monday, May 13th
(925) 370-3750 or
Invite your friends, colleagues, or family members to share the experience. Register early as space is limited.


Date and Time

Thu, May 23, 2024

6:45p - 9:15p PST


Century Walnut Creek

1201 Locust Street
Walnut Creek , CA 94596
View on Map

Event Registration