Upcoming events

Past Events

2023

14

Dec

December 14, 2023 @ 04:00 pm - 07:00 pm CST

Holiday Open House 2023

Come join us for a bit of festive cheer! ‘Tis the season for our annual chance to celebrate our clients during this holiday season. Appetizers and refreshments by B’s on […]

22

Jun

June 22, 2023 @ 04:00 pm - 07:00 pm CDT

2023 Summer Picnic – Thank you to all who attended!

Celebrating you — thank you for working with us! Join us on the back lawn for: • Live music from 4–6:30PM • Lawn games • A barbecue dinner with sides […]

26

Jan

January 26, 2023 @ 05:30 pm - 07:00 pm CST

Forecast 2023 Dinner Session

Anne Kinsman of Putnam Investments will discuss the challenging markets of 2022 and outline Putnam’s expectations for 2023. Anne has been serving advisors for over 25 years and is one […]

26

Jan

January 26, 2023 @ 11:30 am - 01:00 pm CST

Forecast 2023 Lunch Session

Anne Kinsman of Putnam Investments will discuss the challenging markets of 2022 and outline Putnam’s expectations for 2023. Anne has been serving advisors for over 25 years and is one […]

2021

20

Aug

August 20, 2021 @ 04:00 pm - 07:00 pm CDT

Summer Picnic

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2020

30

Jan

January 30, 2020 @ 05:30 pm - 07:00 pm CST

Forecast 2020

Vantage Point Wealth Management 505 North Highway 169, Plymouth, MN 55441

Tom Parnell of JPMorgan will discuss how the markets fared in 2019 and the expectations for 2020.

28

Jan

January 28, 2020 @ 11:30 am - 01:00 pm CST

Forecast 2020

Vantage Point Wealth Management 505 North Highway 169, Plymouth, MN 55441

Tom Parnell of JPMorgan will discuss how the markets fared in 2019 and the expectations for 2020.

2019

12

Dec

December 12, 2019 @ 04:00 pm - 07:00 pm CST

Holiday Open House

Vantage Point Wealth Management 505 North Highway 169, Plymouth, MN 55441

Appetizers, beverages, and socialization to celebrate the season. Casual dress, and feel free to bring a guest. Please RSVP to Dawn by Thursday, December 5th.

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While each advisor has a unique background and style, we share a common approach to service and investment.