EVENTS & SEMINARS

Hilltop Clients & Invited Guests Events

ANNUAL GOLF OUTING

Monday – August 22nd

South Bend Country Club

Hilltop’s annual golf outing is set to take place at the historic South Bend Country Club. This 18-hole course promises to challenge amid its natural and noteworthy setting. The Club’s driving range will be available prior to play and carts provided for your team. Scramble registration begins at 7:30am followed by an 8am shotgun start concluding with lunch and awards! 

We are currently accepting reservations for this event! Contact your advisor to register your foursome of friends, family, employees or co-workers and, if need be, we can pair your group up to complete a team. 

We hope you will join us for the opportunity to enjoy a beautiful course, make some new friends and introduce your team-mates to Hilltop Wealth & Tax Solutions.

Other upcoming events with more details to come:

• Client Economic Mid-Year Review
• Christmas Open House

Hilltop Educational Workshops & Seminars

Join us to learn more about Hilltop Wealth & Tax Solutions!

NEW TO HILLTOP?

Interested in learning about information important to your retirement decision process?

There is much to consider when planning for retirement. When to begin drawing social security. When and how much should you withdraw from your retirement accounts. Will the SECURE ACT affect your retirement? Is your portfolio invested properly? Are you really taking advantage of the tax strategies that are available to you?

We have designed these seminars to educate you on options that may be best for your individual circumstances. Best suited for potential clients new to Hilltop, current clients are always welcome. We just ask that you bring guests with you — maybe a friend, family member, or coworker — who is interested in what we have to share.

Hilltop Webinars

MARKET UPDATE WEBINAR

July 22, 2022

Erik Brenner, CEO, and Matt Aurenz, Private Wealth Advisor are joined by special guest, Joe Mallen, Chief Investment Officer of Helios Quantitative Research.

Volatility is rattling markets, with concerns about inflation, interest rates and economic growth. In this informative session, they will give an insightful snapshot of the current state of the investment environment, and their thoughts on the outlook.

They’ll also discuss how cutting-edge data from Helios, coupled with Hilltop advisers’ knowledge about your personal needs ensures your assets are optimally invested.

MARKET UPDATE

July 2022

Erik Brenner, CEO, and Matt Aurenz, Private Wealth Advisor are joined by special guest, Joe Mallen, Chief Investment Officer of Helios Quantitative Research.

Volatility is rattling markets, with concerns about inflation, interest rates and economic growth. In this informative session, they will give an insightful snapshot of the current state of the investment environment, and their thoughts on the outlook.

They also discuss how cutting-edge data from Helios, coupled with Hilltop advisers’ knowledge about your personal needs ensures your assets are optimally invested.

If you have a friend, family member or colleague that may be interested in this information please forward the video links to them.

 

CLICK HERE to subscribe to our YouTube channel and watch all of our latest videos!

Can't Attend an Event or Seminar

but want to know about future gatherings?