2026 Market Outlook Event
Join us for our annual market outlook event as we explore the key forces shaping the investment landscape in 2026.
This year’s discussion will focus on the role of monetary policy, the continued expansion of AI-driven investment, midterm election dynamics, and the evolving opportunities within the financial market. Using insights from LPL Research, Dan will provide his perspective on what may lie ahead and answer your questions.
Clients and guests are welcome.
Light hors d’oeuvres and beverages will be provided.
Date: Tuesday, March 24th
Time: 5:30 - 7:30p MST
Location: Kiln.
219 N 19th Ave. Bozeman, MT
Please register below or contact our office to RSVP.
2026 Vision Board Workshop
Back by popular demand! Join us on Wednesday, January 28th for another fun and inspiring evening of goal-setting, creativity, and connection.
If you attended last year and still have your vision board, please bring it with you! We would love to hear the stories and wins that came out of 2025. If this is your first time, no worries at all - we’ll have plenty of supplies ready for you.
Snacks will be provided, creativity is encouraged, and we can’t wait to get together again! Please RSVP with a phone call or on our Facebook Event so we can plan accordingly.
Date: Wednesday, January 28th, 2026
Time: 5:00-8:30p MST
Location: The Springs at Bozeman
2632 Catron St. Bozeman, MT
Long Term Care Insurance: Office Q&A with an Expert
Do you or your family need help navigating Long-Term Care, Medicaid, or eldercare planning?
Eileen Dunn will be in town on July 1st, and we’re thrilled to host her for dedicated office hours. This is a unique opportunity to sit down one-on-one with a certified geriatric care manager and former NYS Medicaid specialist to get answers to your long-term care questions.
Date: Tuesday, July 1st, 2025
Time: 1:00-4:00p MST
Location: Core Wealth
315 Edelweiss Dr. Bozeman, MT 59718
Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC Eileen Dunn, AOCP, is not affiliated with or endorsed by LPL Financial and Core Wealth
2025 Core Wealth Market Update in Bozeman, Montana
Join Dan and Katie Ritter for a drink and a bite at the GranTree while we use LPL Research to unpack our financial market expectations for the remainder of this year. Dan will have a short presentation and open the floor to questions. Bring a friend and come chat with us! There will be light hors d'oeuvres and drinks provided. Please RSVP so we can plan accordingly.
Date: Tuesday, March 25th 2025
Time: 5:30-7:30p MST
Location: Best Western Plus GranTree Inn
1325 N 7th Ave, Bozeman, MT 59715
2025 Virtual Market Update - Webinar
We are thrilled to offer our annual market outlook event virtually for the first time. Dan will join Karlan Patel, CFA, VP of Investment Strategy at State Street to cover economic trends and market expectations. We will finish with any of your questions and concerns.
*This event was recorded, please reach out if you'd like to watch the Replay!
Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC Karlan Patel, State Street, is not affiliated with or endorsed by LPL Financial and Core Wealth
Financial Exploitation Webinar
We are thrilled to continue our online educational series by inviting Ben Rizzuto and Kyle Smith from Janus Henderson to discuss Financial Exploitation. We will learn about new advancements in AI and ways to protect yourself in this digital age. Awareness is power!
Date: Thursday, February 6th, 2025
Time: 5:00-6:00p MST
Location Virtual
*This event was recorded, please reach out if you'd like to watch the Replay!
Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC Ben Rizzuto, Janus Henderson, is not affiliated with or endorsed by LPL Financial and Core Wealth.
2025 Vision Board Party
Happy New Year! Core Wealth & the team at The Springs Bozeman are co-hosting a "Vision Board Party"! The Springs will be providing drinks, snacks, and their incredible campus. Supplies will be available, but feel free to bring anything personal you would like to add to your board as well. We hope to see you there, bring a friend!
Date: Wednesday, January 29th, 2025
Time: 5:00-8:00p MST
Location: The Springs at Bozeman - 2632 Catron St. Bozeman, MT 59718
Social Security Informational Webinar
We are excited to be hosting this online event so our clients are able to tune in from all over the country. Our "social security expert" Nick Hill from MFS Investments will be presenting on the details and strategies available when planning for retirement.
Date: Tuesday, November 19th, 2024
Time: 5:00-6:00p MST
Location: Virtual
*This event was recorded, please reach out if you'd like to watch the Replay!
Securities and advisory services offered through LPL financial, a Registered Investment Advisor, Member FINRA/SIPC Nick Hill, MFS is not affiliated with or endorsed by LPL Financial and Core Wealth.
2024 Core Wealth Market Update
You are invited to join Dan and Katie for our annual financial market outlook. Dan will discuss this year's economic climate using LPL Research data, answer questions and address any concerns. Katie will introduce herself as Core Wealth's newest Financial Advisor! There will be light hors d'oeuvres and drinks provided. Please RSVP so we can plan accordingly.
Date: Thursday, March 28th, 2024
Time: 5:30 - 7:30p MST
Location: Sky Oro - 107 E. Oak St. Suite 1A, Bozeman, MT 59715