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Events

July Client Update Meeting – Scottsdale

Date: Friday, July 29th @ 12:00 Noon, Pinnacle Peak Country Club – RSVP from email invite.

July Client Update Meeting – Prescott

Date: Tuesday, July 26th @ 12:00 Noon, The Club at Prescott Lakes – RSVP from email invite.

HWM Client Virtual Financial Forum

Date:  Tuesday, June 21th, 2022 @ 4:00 PM,  Monthly Zoom Call – RSVP from email invite. Presentation:  Advisors field questions from clients about current economic events & topics of interest.

2021 Tax Organizer Preparation Webinar

Hosler Wealth Management 2021 Tax Organizer Preparation Webinar: Thursday, February 10th, 2022 @ 3:00 pm. Bruce Hosler will review the 2021 tax forms and new tax laws.  Due to the significance of this webinar, we highly recommend you plan on attending.  Your cooperation with the tax organizers helps us provide you with the best-in-class service you have come to rely

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HWM Client Update Webinar

Hosler Wealth Management Client Update Webinar: February 1st, 2022 @ 12:00 pm. Special guest speaker from J.P. Morgan will be Executive Director, David Lebovitz.

HWM Scottsdale Annual Christmas Party

Cancellation of Hosler WM Christmas Parties – Please see email sent From the Desk of Bruce Hosler November 24th @ 8:30 am.

November Client Update Meeting – Scottsdale

Date: November 18th @ 12:00 Noon, Pinnacle Peak Country Club – RSVP Required. Presentation: Tax Proposals & Tax Moves (planning for 2021 & 2022).