Description
We are pleased to invite you to an evening of great food and timely financial insights at our 16th Annual Half-Time Report dinner in the newly renovated ballroom at the Marin Country Club.
Join us for presentations from our team of financial professionals:
• Tim Russell, CLU, ChFC, CEO and Founder / Wealth Advisor
• Tom Davis, Senior Wealth Advisor
We’re also thrilled to welcome a panel of expert speakers: Roberto Langstroth Director & Fixed Income Strategist – Janus Henderson, Kim Arthur Founder & CEO – Main Management, and Sam McClellan CFA Vice President, Investment Strategy & Solutions – BlackRock.
Together, we'll take a look at how markets have fared through the first half of 2026, then dig into what's shaping the road ahead — including geopolitical events, fluctuating energy prices, and the changing interest rate environment.

Date and Time
Thu, Jul 23, 2026
5:30p - 7:30p PST
Location
Marin Country Club
Note
Once you register, you'll receive a confirmation email. We believe that the more, the merrier, so feel free to share this invite with someone you think would benefit from attending. We'd love to have them join us!