Gathering to create meaningful moments

We believe it is not only important that we get to know you as a person, but that you get to know us. So we host social and educational events that you and your family are always welcome to attend. We hope you can join us. Bookmark this page so you can check in for regular updates.

A fond look at past events

“Investors’ Guide to Market Volatility. Wealth Planning in a Turbulent Environment”

Exclusive client call with Dr. Matt Sommer, PhD, CFA, CFP from Janus Henderson Investors along with Registered Principals, Mark Loftus & Jeffrey Preusser.

Wednesday, July 13th, 2022 1:00 pm – 2:00 pm CT

“Capital Markets Outlook”

Exclusive client call with Brad Pineault, Vice president Capital Markets Strategy for Fidelity Advisor Funds along with Registered Principals, Mark Loftus & Jeffrey Preusser.

Wednesday, April 13^th, 2022 2:00 pm – 3:00 pm CT

“Market Volatility Update”

Exclusive client call with Andrew Opdyke, CFA and Economist at First Trust along with Registered Principals, Mark Loftus & Jeffrey Preusser.

Monday, March 7^th, 2022 1:00 pm – 2:00 pm CT

Our upcoming events

You are cordially invited to participate in a private client call, exclusively for the clients of Loftus & Preusser Wealth Partners. Election day in the United States is November 8^th, 2022. The results from congressional races across the country may have a material impact on financial markets in the months and years to come. We have scheduled two very timely Zoom webinars prior to November 8^th that will focus on potential ramifications and opportunities in the financial markets resulting from the outcomes of these elections.

Please join us for one (or both) of the following calls:

Tuesday, November 1^st, 2022 @ 3:00 PM CT
Topic: A View from Capitol Hill
Speaker: Martha Miller, Vice President of Public Policy & Regulatory Strategy at Fidelity Investments
Hosts: Mark Loftus, CFP^® & Jeff Preusser, CFP^®

Monday, November 7^th, 2022 @ 1:00 PM CT
Topic: Volatility Has Arrived
Speaker: Bryce Gill, Economist, First Trust Economics Team
Hosts: Mark Loftus, CFP^® & Jeff Preusser, CFP^®

Raymond James is not affiliated with Martha Miller, Fidelity Investments, Bryce Gill, or First Trust.

Please find bios from our distinguished speakers attached to this message. If you would like any specific questions addressed on either call, please forward them in advance to Kelly Eagan at kelly.eagan@loftusgroup.com.

We look forward to you joining us!

The instructions for both calls are as follows:

A View from Capitol Hill, Martha Miller, Fidelity Investments
Tuesday, November 1^st, 2022 @ 3:00 PM CT

www.zoom.com

Webinar ID: 968 1654 2303
Passcode: 223265

Register in advance for this webinar:
https://fmr.zoom.us/webinar/register/WN_ki_nGoELTdW_p9gwHbjR2A

Join Webinar

If the button above does not work, paste this into your browser:
https://fmr.zoom.us/w/96816542303?tk=MB5nI_AvdLHNiyYi-lx7E_-RLBkPAHaFMmWLH-1yay4.DQMAAAAWircyXxY0TDlhV245SVNlU29MaEstdDBjaTVnAAAAAAAAAAAAAAAAAAAAAAAAAAAAAA&pwd=RkExY3laQmM0dlJMVW52R1N2V0M4dz09&uuid=WN_ki_nGoELTdW_p9gwHbjR2A

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Volatility Has Arrived, Bryce Gill, First Trust
Monday, November 7^th, 2022 @ 1:00 PM CT

Password: FirstTrust
Dial In: 312-535-8110
Meeting Number: 2462 745 7592

WebEx Link

If the button above does not work, paste this into your browser:
https://ftportfolios.webex.com/wbxmjs/joinservice/sites/ftportfolios/meeting/download/89cd4124113249b8891469bbe4beb0ed?siteurl=ftportfolios&MTID=m709252e7c091468fd8bb95de8f223ea3

*Please use the WebEx link and utilize your computer’s audio. Please use Dial-In Number if computeraccess is not available.

RSVP today and we’ll save you a seat.