Events
Upcoming Events
More events are on the way! Check back soon for more information.
Past Events
March 14, 2023
8:00a - 9:15a
SGI Wealth Management, LLC
"Power Hour" Independent Advisor Discussion
Join us for our periodic meeting where like-minded Independent Advisors can gather and discuss ideas, share war stores, etc. I think we all can agree that being Independent has a million advantages but certainly one disadvantage is that we lack local peer support. This would fill that void and what we believe would enhance our professional development.
February 23, 2023
5:30p - 7:30p
SGI Wealth Management
Marlton Business Association Happy Hour
The Marlton Business Association is one of the largest associations in South Jersey with over 250 members. Not only does the Marlton Business Association help businesses grow, but they also have a focus to build a strong community and give back. Join us February 23rd from 5:30-7:30pm to learn more about the MBA and connect with members and other local business owners. For more info, contact Patrick McCrindle at patrick.mccrindle@lpl.com
December 15, 2022
12:30p - 1:30p
Webex: https://sgiwealthmanagementllc.my.webex.com/sgiwealthmanagementllc.my/j.php?MTID=m4266c0e00b9809d766460c32b4a4f2d7
Investing While Young
The Investing While Young Webinar with Patrick McCrindle will take place December 15th at 12:30pm on Webex. Come learn the the benefits of investing while young, through the power of a long time horizon and compound interest. It's not about timing the market... it's time IN the market that matters.
July 28, 2022
6:00p - 8:00p
IL VILLAGGIO RESTAURANT
First Annual SGI Wealth Dinner
We are pleased to invite you to our First Annual SGI Wealth Dinner! As SGI Wealth continues to grow, we wish to celebrate with those who have put their time and effort into making it happen. We are thankful to have you be a part of the SGI Wealth team and we look forward to seeing you and your significant other July 28th at 6pm!
June 10, 2022
11:30a - 1:30p
SGI Wealth Management
Meet and Greet
Come and meet your “The Pavilions of Voorhees" neighbors! With a six month renovation process to turn a 1987 doctor’s office into a modern wealth management firm, our new office is finally done and we cannot wait to meet you. Join us on June 10th at 11:30am for lunch and a fun atmosphere.
May 18, 2022
4:00p - 5:30p
SGI Wealth Management, LLC
Going Independent Roundtable
Have you thought about the benefits of going independent? SGI Wealth Management is hosting a roundtable discussion Wednesday, May 18th at 4pm to help answer questions about being an Independent Financial Advisor.
March 10, 2022
7:30a - 9:00a
SGI Wealth Management, LLC
Independent Advisor Discussion
We recently created a monthly meeting where like-minded Independent Advisors can gather and discuss ideas, share war stores, etc. I think we all can agree that being Independent has a million advantages but certainly one disadvantage is that we lack local peer support. This would fill that void and what we believe would enhance our professional development.
March 4, 2022
10:30a - 1:30p
SGI Wealth Management, LLC
New Office "Thank You" Brunch
As a thank you to those that have assisted in our relocation to Voorhees, SGI Wealth Management is hosting a celebration brunch. Join us on Friday, March 4th at 10:30am as we celebrate you and our new office!