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Upcoming Events

More events are on the way! Check back soon for more information.

Past Events

December 15, 2022

12:30p - 1:30p


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


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!

Event Registration