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Upcoming Events - Wealth Management Workshops, Investment Insights, Industry Teleconferences and Economic Commentary
Upcoming Events - Wealth Management Workshops, Investment Insights, Industry Teleconferences and Economic Commentary

Click here for upcoming financial services events.

The latest news from SFA

Symphonic Support of CAPA - 35th Anniversary Symphonic supports local child abuse prevention
Shelly Hall-Peterson hosted a table of guests for the 35th Anniversary Celebration and Fundraiser for CAPA (Child Abuse Prevention Association)...[More]

Common Financial Mistakes Made by Women in Marriage
article by Mary Schwartz, CFP(R), as published in the July 2009 issue of Wisconsin Women Magazine...[More]

Kansas City's 2009 FIVE STAR Wealth Managers Survey recognizes two Symphonic Advisors.
D. Marc Brookings, CMFC, AIF(R) and Shelly Hall-Peterson, AIF(R)...[More]

The letter regarding the recent market turmoil
from Rochdale’s Chief Executive Officer & President, Garrett R. D’Alessandro, CFA, AIF®...[More]

SFA on Radio, News/Talk 1310 WIBA in Madison, WI...[More]

Symphonic Financial Advisors Sponsor Kansas City Symphony...[More]

Money Makeover- What to Do With a Financial Windfall
by Mary Schwartz, Symphonic Financial Advisor, as published in the March 2007 issue of Wisconsin Women Magazine...[More]

 
 

Industry Teleconferences

In order to further promote full access to investment professionals, fund managers, research analysts and industry experts, we offer opportunities throughout the year for clients and friends to attend conference calls. Semi-annually, our clients are invited to hear from our CEO, the latest outlook on the economy. At other times we will invite you to listen to one of our experts on topics such as dividend and income strategies for your portfolio, alternative investment options and other relevant, timely and valuable information.

 

 
 

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