Retirement & Financial Planning Events

Financial Education for Tomorrow's Success

Led by industry experts and thought leaders, these engaging sessions, workshops, and seminars offer practical insights and actionable advice, ensuring you’re equipped to make informed decisions for a more secure financial future. Join us and embark on a journey of financial empowerment and growth!

Have Questions?

Upcoming Events

Semi-Annual Market Update Webinar

Join Riverside Wealth Advisors, Dunham, and Ithaka Group for an in-depth look at market trends, portfolio positioning, and what’s ahead in today’s dynamic investment environment.

Global markets continued to show resilience through early 2026, supported by strong corporate earnings and continued momentum in artificial intelligence-driven growth, even amid geopolitical tensions and macro uncertainty.

In this webinar, our speakers will provide timely insights into:

  • Key market drivers and recent performance trends
  • The evolving role of artificial intelligence across sectors
  • Opportunities and risks in large-cap growth investing
  • Portfolio positioning within the Focused Large Cap Growth strategy
  • Outlook for the remainder of the year

Gain valuable perspectives to help navigate today’s complex market landscape.

Hosted By

Scott (Ithaka Group)

  • Scott O’Gorman, CFA
  • President, CIO, Portfolio Manager at The Ithaka Group

Dan (Ithaka Group)

  • Dan White, CFA, CAIA
  • Senior Research Analyst at The Ithaka Group

Rebecca Pearson

  • Rebecca Pearson, CFP®, CEPA at Dunham
  • Regional Director, Southeast

Join on Zoom: https://dunham.zoom.us/j/81658771297?pwd=G9B66zJmi53VkX3OUsnFaB0qiQaAMm.1

Interested in Attending an Upcoming Event?

Riverside Wealth Advisors

Schedule a Call

Begin your journey towards financial security and a brighter future by scheduling a personalized consultation with our team.

Skip to content