You’re Invited to our:

 Big Ideas & 2025 Outlook Webinar

 

Join us for a webinar on either

Thursday, February 13th at 4:00 pm

Or

Tuesday, February 18th at 6:00 pm

 

To register contact Dawn Doty at dawn.doty@lpl.com or by calling the office at 317-770-2266.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Past Events:

2024 Past Events:

 

 

Please join LPL for their cyber live event on October 30th at 2pm E.T. to learn about cybersecurity best practices and scams to be aware of. Click the link below and go ahead and register today:

October 30 – 2pm EST – Client Cybersecurity Webinar

Registration LinkLPL Cybersecurity Awareness Month Client Webinar

Panelists

  • Mike Terry
  • Norman Luc
  • Olivia Lack
  • Anthony Tran
  • Amanda Ordemann

 

 

Thank you for attending our:

    DunlapGill Wealth Management Group’s

Client Appreciation Event

          at

   Daniel’s Vineyard & Winery

   9061 N 700 W McCordsville, IN

  Date:  August 8th, 2024

  Time:  4:30 pm – 7:30 pm

 

You are cordially invited to join us for a relaxing evening at Daniel’s Winery.      Enjoy a beverage of your choice and complimentary appetizers while taking in  the beauty of the vineyard.  We are pleased to announce that our guest speaker, JD East from First Trust, will be delivering a presentation on “Elections and the Stock Market,” beginning at approximately 6:00 pm.  

We hope you can join us for this fun and informative evening!

 

RSVPs are requested to dawn.doty@lpl.com or at (317) 770-2266 by August 1st

 

 

Washington Update Zoom Webinar 2024

 

two dates to choose from:

 

JANUARY 25TH AT 4 PM

or

January 29th At 6 PM

 

To REGISTER CALL THE OFFICE AT

317-770-2266 OR EMAIL

KRISTINA.LOVITT@LPL.COM

2023 DunlapGill Wealth Management Group
Date: Saturday, October 7th
Time: 9:00 AM to 12:00 PM


 2023 Client Appreciation Event

Date: August 3, 2023

Time: 4:30-7:30 pm
at
Daniel’s Vineyard & Winery
9061 N 700 W McCordsville, IN

Enjoy a beverage of your choice and appetizers on us while taking in the beauty of the vineyard.  If you are interested in learning more about the wine-making process, we are offering one production tour at 6 pm. We will have a Q&A session around 6:30 pm. Join us for a relaxing evening at Daniels Winery.

RSVPs are requested to dawn.doty@lpl.com or at 317-770-2266 by July 28, 2023

 

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Annual Free Shred Event:

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Client Appreciation Event at Daniel’s Winery:

Enjoy a beverage of your choice and appetizers on us while taking in the beauty of the vineyard. If you are interested in learning more about the wine-making process you can sign up for one of the two production tours being offered. We have one scheduled for 5 pm and again at 6 pm. We will have a Q&A session around 6:30 pm. Join us for a relaxing evening at Daniels Winery.

Securities are offered through LPL Financial Member FINRA/SIPC.

 

LPL Research Outlook 2022: Passing the Baton:

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Passing the Baton delivers market insights on what we can expect in the economy, policy, stocks, and bonds for the rest of 2022.

Please join us for a comprehensive presentation on the markets and the global economy—and the opportunities and challenges that may lie ahead.

Our webinar was scheduled for January 27, 2022, at 4 pm EST or February 1, 2022, at 6 pm EST.


 


2021 PAST EVENTS:

Technological Breakthroughs Investors Shouldn’t Miss in 2021

Date:  April 28th, 2021
Time:  4:00 pm ET
Location: Register in advance for this meeting:
Zoom Webinar

After registering, you will receive a confirmation email containing information about joining the meeting.

If you have questions please contact Dawn Doty at 317-770-2266 or email dawn.doty@lpl.com.

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2020 Past Events:

  • February 5, 2020 – Annual Educational Symposium
  • 10 October 2020October 10, 2020 – Annual Shred Event

 

2019 Past Events:

  • February 7, 2019- Annual Educational Symposium
  • 22 March 2019March 22, 2019 – March Madness
  • 5 October 2019October 5, 2019 – Annual Shred Event
  • 8 October 2019October 8, 2019 – Big Ideas & Innovation Seminar with Ark Invest