Upcoming Events

We offer frequent opportunities to gather and learn, or occasionally just have a really good time. Check back here for upcoming opportunities, or sign up HERE to join our newsletter and receive invitations directly.

Or, follow us on social media:

Loading Events

« All Events

  • This event has passed.

ESG Dinner Featuring Calvert Portfolio Manager, Lance Garrison, CFA®

September 18 @ 5:30 am - 8:00 pm


Are you interested in socially responsible investing with a purpose?

Discover how you can align your financial goals with your values.

Signature Wealth Management invites you to attend an exclusive event with Calvert Portfolio Manager, Lance Garrison, CFA®. Lance not only helps in the management of socially responsible funds with Calvert, he also serves on the SASB Standards Advisory Group where he helps guide broader development of sustainable investing. We’re excited to be able to bring his expertise to you.

Come explore ESG (Environmental, Social, & Governance) issues, trends to watch in Responsible Investing, and how we can help you build a portfolio using these tools.

Wednesday, September 18, 2019
5:30—6:00 Cocktail Reception
6:00—8:00 Dinner and Presentation

Golden Valley Country Club
7001 Golden Valley Road,
Golden Valley, MN 55427


More Information


Tickets are not available as this event has passed.


September 18
5:30 am - 8:00 pm


Signature Wealth Management
(952) 388-6390


Golden Valley Country Club
7001 Golden Valley Rd
Golden Valley, MN 55427 United States
+ Google Map

Securities and investment advisory services offered through SagePoint Financial, Inc. (SPF), member FINRA/SIPC. SPF is separately owned and other entities and/or marketing names, products or services referenced here are independent of SPF. SPF does not provide tax or legal advice.
This communication is strictly intended for individuals residing in the states of AK, AR, AZ, CA, CO, FL, GA, HI, IA, IL, IN, KS, KY, MA, MD, MI, MN, MT, NC, ND, NE, NJ, NV, NY, OH, OK, OR, PA, SC, TX, VA, VT, and WI. No offers may be made or accepted from any resident outside the specific state(s) referenced.
PLEASE NOTE: When you link to any of the websites displayed within this website, you are leaving this website and assume total responsibility and risk for your use of the website you are linking to. We make no representation as to the completeness or accuracy of any information provided at these websites.