Client Events

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

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.!