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Holiday Open House

Vantage Point Plymouth, Lower Level Conference Room 505 North Highway 169, Plymouth, MN, United States

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.

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.

Forecast 2020

Vantage Point Plymouth, Lower Level Conference Room 505 North Highway 169, Plymouth, MN, United States

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.

Summer Picnic

Vantage Point Plymouth, Lower Level Conference Room 505 North Highway 169, Plymouth, MN, United States

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Forecast 2023 Lunch Session

Vantage Point Plymouth, Lower Level Conference Room 505 North Highway 169, Plymouth, MN, United States

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 of our best strategic partners. Catered by Olive Garden. 11:30am to 1pm with Lunch

Forecast 2023 Dinner Session

Vantage Point Plymouth, Lower Level Conference Room 505 North Highway 169, Plymouth, MN, United States

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 of our best strategic partners. Catered by Olive Garden.   5:30pm – 7pm  with Dinner   RSVP with your session choice by January 23, 2023 to […]

2023 Summer Picnic – Thank you to all who attended!

Vantage Point Plymouth, on lawn behind building 505 North highway 169, Plymouth, MN, United States

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 and dessert • Water and sodas • Casual dress Family and friends welcome! RSVP to Jen by Monday, June 19th at (763) 587-7120 or jen@vpwealthmgmt.com […]

Free

Holiday Open House 2023

505 North Highway 169, Plymouth, MN 55441, Lower Level Cafe

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 the River Casual/holiday attire optional Guests welcome RSVP to Jen by Monday, December 11, 2023 Helping our clients invest in joy!

Free

Mid-Year Outlook 2024

505 North Highway 169, Plymouth, MN 55441, Lower Level Cafe

Jeff Nymark of First Eagle Investments will discuss the financial markets for the first half of 2024 and the outlook for the balance of the year. Hear how the headlines may impact your portfolio going forward. All sessions in Lower Level Presentation Room 505 North Highway 169, Plymouth MN 55441 RSVP with session choice by […]

Summer Picnic 2024

505 North Highway 169, Plymouth, MN 55441, Lower Level Cafe

Celebrating you — thank you for working with us! Join us on the back lawn for: Lawn games A barbecue dinner with sides and dessert Water and sodas Casual dress. Family and friends welcome! In case of rain, we'll celebrate in our lower level lobby. RSVP to James by Monday, August 19th at (763) 587-7120 […]

You’re invited to our Holiday Open House

505 North Highway 169, Plymouth, MN 55441, Lower Level Cafe

Join us for a night of good cheer! We’re hosting a merry evening at our Plymouth location, in the lower level cafe. Enjoy heavy appetizers, refreshments, and desserts Casual and/or festive attire The more the merrier: please feel free to bring your family and friends RSVP to Taylor at 763.587.7120 or taylor@vpwealthmgmt.com       […]

Free

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