MARKET INSIGHTS & EVENTS
STAY CONNECTED WITH OUR LATEST EVENTS & MARKET INSIGHTS, DESIGNED TO BRING OUR CLIENTS TIMELY EXPERT PERSPECTIVES AND PRACTICAL STRATEGIES TO NAVIGATE TODAY’S EVOLVING ECONOMIC AND INVESTMENT LANDSCAPE
We invite you to explore our latest market commentary
We invite you to EXPLORE OUR UPCOMING EVENTS, SEMINARS & COMMUNITY ENGAGEMENT
Upcoming events
May 2026
California RIA Summit
Santa Monica, CA
Event Details
May 2026
California RIA Summit
Legacy Wealth Investment Counsel is pleased to participate in the California RIA Summit, a premier gathering of independent registered inves...
Santa Monica, CA
June 2026
Mid-Year Market Update Webinar
Live via Zoom
Event Details
June 2026
Mid-Year Market Update Webinar
Join Andres Guzman and Tim Holland for a Mid-Year 2026 Market Update Webinar, where they will provide perspective on the key forces shaping ...
Live via Zoom
June 2026
California LP Summit
Newport Beach, CA
Event Details
June 2026
California LP Summit
Legacy Wealth Investment Counsel is pleased to participate in the California LP Summit, a premier gathering of institutional investors, fami...
Newport Beach, CA
We host exclusive events to keep our clients informed and connected. From educational workshops and market discussions to private receptions, each event is designed to bring perspective and connection to the families we serve. Contact our team to learn more.
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THE CONTENT IS DEVELOPED FROM SOURCES BELIEVED TO BE PROVIDING ACCURATE INFORMATION. THE INFORMATION IN THIS MATERIAL IS NOT INTENDED AS TAX OR LEGAL ADVICE. PLEASE CONSULT LEGAL OR TAX PROFESSIONALS FOR SPECIFIC INFORMATION REGARDING YOUR INDIVIDUAL SITUATION. THE OPINIONS EXPRESSED AND MATERIAL PROVIDED ARE FOR GENERAL INFORMATION, AND SHOULD NOT BE CONSIDERED A SOLICITATION FOR THE PURCHASE OR SALE OF ANY SECURITY.WE TAKE PROTECTING YOUR DATA AND PRIVACY VERY SERIOUSLY. AS OF JANUARY 1, 2020 THE CALIFORNIA CONSUMER PRIVACY ACT (CCPA) SUGGESTS THE FOLLOWING LINK AS AN EXTRA MEASURE TO SAFEGUARD YOUR DATA: DO NOT SELL MY PERSONAL INFORMATION.
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