Events
Whether it’s keeping up with trends or discussing some other topic, our firm is dedicated to providing sound information to our clients. Along the way, we like to have some fun, too. If any of the events below look interesting, please give us a call. We’ll be happy to add you to our guest list.
Upcoming Events
September 28, 2023
6:00p - 7:30p
In-Person at Global View Capital Advisors Office (Waukesha, WI) or via Virtual Broadcast for out-of-area guests only.
PROTECTING YOUR ASSETS IN A VOLATILE MARKET
Are you in - or are nearing - retirement and have concerns around inflation, the risk of a recession or the ongoing market volatility that has become far too common this past year? Join Chad Albano, Executive Director at Global View Capital Advisors, to learn how to protect your nest egg and optimize your portfolio while reducing risks. With year-end approaching and with concerns still in the minds of many people, the timing couldn't be better for our upcoming event, "Protecting Your Assets in a Volatile Market". We'll go over innovative solutions to help you position and protect yourself despite the uncertain nature of the market. We'll show you ways to reduce risks in your savings and investments, understand the common pitfalls facing retirees and those soon-to-retire, mitigate the risk of going broke in retirement, as well as discuss other concerns that can derail someone's plan like a long-term care event.
Past Events
March 21, 2023
6:00p - 7:00p
Global View Capital Advisors Corporate Headquarters
Global View Corporate Overview: Albano Team Recruiting Presentation
If you want more out of life and want to create significance by making a difference in other people's lives - whether you are a marketing professional, a seasoned advisor, a rainmaker or other service-based professional - then join us for this special informational event as we share who we are as a firm, how we're making a difference and opportunities within our firm. Candidates will need to be highly motivated, have a desire to do more with their life’s work and want the ability to produce incomes that expand beyond their own hours. In other words, they desire to have more freedoms. There's no better time than now to get into the financial industry (especially if you treat it like a business). There's a tremendous need out there, and you can be that person who makes that difference.
March 15, 2023
8:00a - 9:30a
In-Person at Global View Capital Advisors (Waukesha, WI) Office or via Virtual Broadcast (separate Zoom Link to be sent closer to the event)
BUSINESS OWNER AND PLAN SPONSOR SOLUTIONS
Business owners and Executives are great at running their companies. But all too often, positioning their business to make sure that it meets their future financial needs requires being involved in areas that might not be their strength or have the time to learn. Please join Chad Albano, Executive Director at Global View Capital Advisors, to learn how to better protect your business in today's challenging environment, as well as position it for the future. We will cover how to improve your 401(k) offering, along with Advanced Planning Concepts that focus on helping fill the gaps in your succession planning, key person protection, executive incentive plans and employee retention.
February 8, 2023
6:00p - 7:30p
In-Person at Global View Capital Advisors (Waukesha, WI) Office or via Virtual Broadcast for out-of-area guests (separate Zoom Link to be sent closer to the event)
Protecting Your Assets
Are you in, or are nearing, retirement and you have concerns around inflation, a recession and the ongoing market volatility that's been prevalent this year, the timing couldn't be better for our "Protecting Your Assets" Event. Join us to learn how to help reduce risks in your savings and investments particularly during these uncertain markets, talk about ways to protect your assets and mitigate the risk of going broke in retirement, as well as learn of (newer) ways to address the issue of long-term care.
October 26, 2022
8:00a - 9:30a
In-Person at Global View Capital Advisors (Waukesha, WI) Office. *For out-of-area registrants, a separate Zoom Webinar Link will be provided.
BUSINESS OWNER AND PLAN SPONSOR SOLUTIONS
Business owners and Executives are great at running their companies. But all too often, positioning their business to make sure that it meets their future financial needs requires being involved in areas that might not be their strength or have the time to learn. Please join Chad Albano, Executive Director at Global View Capital Advisors, to learn how to better protect your business in today's challenging environment, as well as position it for the future. We will cover how to improve your 401(k) offering, along with Advanced Planning Concepts that focus on helping fill the gaps in your succession planning, key person protection, executive incentive plans and employee retention.
October 12, 2022
6:00p - 7:30p
In-Person at Global View Capital Advisors (Waukesha, WI) Office or via Virtual Broadcast (separate Zoom Link to be sent closer to the event)
PROTECTING YOUR ASSETS
Are you in, or are nearing, retirement and you have concerns around inflation, a recession and the ongoing market volatility that's been prevalent this year, the timing couldn't be better for our next "Protecting Your Assets " Event. Join us to learn how to help reduce risks in your savings and investments particularly during these uncertain markets, talk about ways to protect your assets and mitigate the risk of going broke in retirement, as well as learn of (newer) ways to address the issue of long term care.
August 4, 2021
6:00p - 7:00p
Global View Capital Advisors
Global View Corporate Overview
If you want more out of life and want to create significance by making a difference in other people's lives - whether you are a marketer, a rainmaker, a traditional advisor or other service-based professional - then join us for this special informational event as we share who we are as a firm, how we're making a difference and opportunities within our firm.
June 2, 2021
6:30p - 8:00p
In-Person with Virtual Simulcast (separate Zoom Link to be sent upon registration)
Protecting Your Assets
This event will cover concerns that both retirees and pre-retirees nearing retirement have, including how to help reduce risks in their savings and investments particularly during these uncertain markets, talk about ways to protect their assets to mitigate the risk of going broke in retirement, as well as share new ideas on addressing the issue of long term care.
March 3, 2021
11:00a - 12:00p
Virtual Event
Optimizing Your 401(k) Plan
Learn about how you can enhance your plan for yourself and your employees with design ideas and features not common with most commoditized 401(k)s. We will also cover common issues and pitfalls that plan sponsors are often not aware of, so you may better position your plan to function more efficiently, lessen your burden and protect yourself from fiduciary risks.
February 17, 2021
6:30p - 8:00p
Virtual Event (separate Zoom Link to be sent upon registration)
Protecting Your Assets
This event will cover concerns that both retirees and pre-retirees nearing retirement have, including how to help reduce risks in their savings and investments particularly during these uncertain markets, talk about ways to protect their assets to mitigate the risk of going broke in retirement, as well as share new ideas on addressing the issue of long term care.
October 21, 2020
2:00p - 3:00p
Virtual Event (separate Zoom Link to be sent upon registration)
Business Owner and Executive Solutions
Business owners and Executives are great at running their companies and growing their businesses. But all too often, running a successful business means being involved in areas of business that might not be the owner’s or executive’s strength, or have the time to learn. Learn of ways to better protect your business interest and better position your business, not just during these times, but ongoing.
October 14, 2020
11:00a - 12:00p
Virtual Event (separate Zoom Link to be sent upon registration)
Optimizing Your 401(k) Plan
Learn about common issues and pitfalls that plan sponsors are often not aware of, so you may better position your plan to function more efficiently, lessen your burden and protect yourself from fiduciary risks. This comes at a time - with year-end approaching and especially during these times of uncertainty - when businesses may want to review their current plans. Why not learn about how you can enhance it for yourself and your employees with design ideas and features not common with most commoditized 401(k)s?