Client Events
A look at recent events, conversations, and insights from industry leaders.
2026 Market Insight Event
Held January 8th, 2026 at the San Diego Marriott Mission Valley, featuring speakers from Fidelity, PGIM, T. Rowe Price, and First Trust.
This event brought together leading voices in the investment space to share perspectives on markets, strategy, and long-term planning.
Event Conversations
A Conversation with Andrew "Buck" Buchanan - First Trust
A Conversation with James Norungolo - T. Rowe Price
A Conversation with James Meyers - PGIM Investments
A Conversation with Nils Bierkamp - Fidelity
Event Highlights
Client Appreciation Dinner
At CFG Wealth Management, we appreciate our clients and the business that they provide. We gather one night a year to celebrate our relationship with our clients, letting them know that we couldn’t have done it without them.
Veteran’s Research Alliance Annual Golf Tournament
Supporting a meaningful cause while connecting with our community through a day of golf, conversation, and shared purpose.
Linda's Retirement Party
Celebrating an incredible career and the beginning of a new chapter alongside friends, family, and colleagues. Congratulations Linda!
Upcoming Events
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Interested in Attending a Future Event?
We regularly host seminars and client events focused on investment strategy, retirement planning, and market insights. If you’d like to be notified about upcoming events, you can register below.
Have Questions About Upcoming Events?
Our team is happy to help you find the right seminar or answer any questions.
Or call our office at (800) 884-5121