Events

Events Schedule

We invite you to join us for our ongoing series of informative and engaging events throughout the year. These include upcoming Breakfast with Brands, Lunch and Learn series, webinars, client appreciation events and more!

Please contact us at 636-532-7333 if you have any questions about reserving your space at one of our upcoming events.

We look forward to seeing you soon!

Aug
11
Session #1: Grieve Well to Live Well
THURSDAY, AUGUST 11, 2022

If you or someone you care about is navigating grief, we invite you to attend our two-part series, Grieve Well to Live Well. The series will be led by Greg DeNeal and Mark Joiner, counselors at Kaleo Counseling Services with extensive experience in helping people navigate the grief process.

Our first session on August 11th will cover the basics of loss and grief: what grief means and why it covers more dimensions than we may realize, common misconceptions about grief and loss, and why we should reframe the way we think about grief. We hope to see you there!
Aug
30
Breakfast with Brand
TUE, AUGUST 30, 2022

Breakfast with Brand is an open, roundtable-style discussion on current events and the global market environment. More importantly, it’s a great opportunity to get together and enjoy a light breakfast while reflecting on what’s happening in the world today. All are welcome to this event but seating is limited to the first 40 people who sign up.
Sep
01
Session #2: Grieve Well to Live Well
THURSDAY, SEPTEMBER 1, 2022

On Thursday, September 1st, our Grieve Well to Live Well series continues. The topic of the second session is “Healing” where Greg and Mark will discuss: the six central needs of mourning, why it’s important to slow down during the grief process, and how to develop a new self-identity in the wake of a loss. We hope you can join us!
Sep
08
Brand AMG Client Luncheon
THUR, SEPTEMBER 8, 2022

At our quarterly client luncheon, our team takes a deep-dive into key topics that are influencing markets and wealth management. These events are educational and designed for anyone looking to expand their knowledge base on investment management or financial planning topics.
Oct
04
Ladies Lunch & Learn
TUE, OCTOBER 4, 2022

Our annual Ladies Lunch & Learn event is an interactive workshop that is designed to bring women together to discuss timely topics — some of which are related to wealth management and some beyond the scope of money management. Last year’s event was centered around the theme of building resilience and featured Monica Orban, and we will be announcing the event details for our 2022 event in the coming months. We hope to see you there!
Oct
13
Medicare Webinar
THUR, OCTOBER 13, 2022

Whether you’re signing up for Medicare for the first time or want to adjust your coverage during this year’s open enrollment period, there are a number of decisions and complexities you will have to navigate. It’s with this in mind that we host an annual Medicare webinar covering key topics to consider when starting or adjusting your coverage.
Nov
15
Breakfast with Brand
TUE, NOVEMBER 15, 2022

Breakfast with Brand is an open, roundtable-style discussion on current events and the global market environment. More importantly, it’s a great opportunity to get together and enjoy a light breakfast while reflecting on what’s happening in the world today. All are welcome to this event but seating is limited to the first 40 people who sign up.
Dec
09
Christmas Open House
FRI, DECEMBER 9, 2022

We invite you to stop by the Brand AMG offices and celebrate the holiday season with us! Drinks, hors d’oeuvres, and holiday cheer will be on hand, and friends and family are welcome!