Client Events

For more information about any of the upcoming events listed below, please contact us at events@parcionpw.com

04

Nov

We will review election results and their potential impact on public policy, taxes, and estate planning. The discussion will feature Jeff Bush from the Washington Update.

Date: Nov 04, 2020

Time: 11:00 AM - 12:00 PM

Post Election Series Part One: Planning for 2021 and Beyond

We will review election results and their potential impact on public policy, taxes, and estate planning. The discussion will feature Jeff Bush from the Washington Update.

11

Nov

This call will discuss the impact of the election results on policy, geopolitical relations, and financial markets. Our discussion will feature Richard Bernstein and David Bridges.

Date: Nov 11, 2020

Time: 1:00 PM - 2:00 PM

Post Election Series Part Two: Navigating the Investment & Geopolitical Landscape

This call will discuss the impact of the election results on policy, geopolitical relations, and financial markets. Our discussion will feature Richard Bernstein and David Bridges.

02

Sep

Parcion Private Wealth invites our Young Successor Clientele to a three-part virtual series. The first installment of our series will feature an Intro to Financial Markets, focusing on portfolio management, capital markets, and the upcoming election. We will also be joined by our guest speaker Dan Suzuki, Deputy CIO with Richard Bernstein Advisors!

Date: Sep 02, 2020

Time: 4:00 PM - 5:00 PM

Young Successor Virtual Series

Parcion Private Wealth invites our Young Successor Clientele to a three-part virtual series. The first installment of our series will feature an Intro to Financial Markets, focusing on portfolio management, capital markets, and the upcoming election. We will also be joined by our guest speaker Dan Suzuki, Deputy CIO with Richard Bernstein Advisors!

16

Sep

Parcion Private Wealth invites our Young Successor Clientele to a three-part virtual series. In the second edition of our virtual series, we will be focusing on Health and Wellness. Please join us to learn about the importance of stress management techniques, nutrition, and sleep!

Date: Sep 16, 2020

Time: 4:00 PM - 5:00 PM

Young Successor Virtual Series

Parcion Private Wealth invites our Young Successor Clientele to a three-part virtual series. In the second edition of our virtual series, we will be focusing on Health and Wellness. Please join us to learn about the importance of stress management techniques, nutrition, and sleep!

01

Oct

Parcion Private Wealth invites our Young Successor Clientele to a three-part virtual series. In the final segment of our virtual series, we will be focusing on Cyber Security and Employee Benefits. Please join us to learn about digital risk management, restricted stock units & options, and 401(k)s. We will be joined by Frances Dewing, CEO and Josh Harris with Rubica, Inc.!

Date: Oct 01, 2020

Time: 4:00 PM - 5:00 PM

Young Successor Virtual Series

Parcion Private Wealth invites our Young Successor Clientele to a three-part virtual series. In the final segment of our virtual series, we will be focusing on Cyber Security and Employee Benefits. Please join us to learn about digital risk management, restricted stock units & options, and 401(k)s. We will be joined by Frances Dewing, CEO and Josh Harris with Rubica, Inc.!