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Education Forum Series at
Hampton Wealth Management

These mini-due diligence forums are held in our reception area and designed to build a learning community for clients as well as, perhaps, future clients. The speakers come from venerable firms that support Hampton Wealth Management with institutional-caliber research as well as timely investment ideas.

These events are by invitation only and start promptly at 6 pm. Doors open at 5:45 pm. To facilitate planning and scheduling, the forums will generally be held on the first Thursday of each month. Seating is limited to comfortably seat 12-15 people, so please RSVP in advance by e-mailing Lyndsey.Melcher@cir2.com.

There will be three presentations, each 20 minutes in length:

  1. Lifestyle/Fun — We want to know what your favorites are and bring them in!
  2. Traditional Investing — Stocks, bonds, financial markets, and the economy.
  3. Alternative Investing — Liquid and illiquid assets and strategies.

Each session will be followed by open Q&A. We anticipate being done by 8 pm, but guests are welcome to stay and ask questions privately too. Or schedule a personalized, complimentary initial consultation to explore how Hampton Wealth Management can help your portfolio.

We hope you can join our circle for an evening of fun learning, great food, and great company!

Please check back soon for an updated schedule of events.


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