Our Events and Education
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State of the Markets Roundtable Conference Calls**
Join Darrell Cronk, Chief Investment Officer for Wealth and Investment Management, as he hosts a roundtable discussion with senior strategists for clients and investors. The calls are the second Wednesday of each month:
2026 Schedule:
Jan. 14 | Feb. 11 | Mar. 11 | Apr. 8
May 13| June 10 | July 8 | Aug. 12
Sept. 9 | Oct. 14 | Nov. 11 | Dec. 9
Time: 4:15p ET |3:15p CT |2:15p MT |1:15 p PT
Dial-in: 877-601-6604; Passcode: 71-306-44
Contact Heather Gravelle at 704-341-4859 for more information.
A Family Love Letter
Thursday, February 5th, 2026 Charlotte, NC
How prepared are you if you or someone you love becomes ill or incapacitated? Does your family member know how to access important documents, passwords & contacts? Have you captured the stories you want to share with your family for generations to come?
The planning you do now can provide comfort and support for your loved ones in the future.
Your Prosperity Picture
Interactive client experience where the power of visualization meets planning for your prosperity.
Virtual Workshops also are available. Contact Heather Gravelle at 704-341-4859 for details.
Inherited Wealth:
Resources for affluent & multigenerational families including information about inheritances, trusts and estate planning. Visit: https://www.wellsfargoadvisors.com/wim/fin-ed/inherited-wealth.htm
Investing with Confidence Workshop Series:
- Your Self-Assessment in 3 minutes or less
- Developing Your Game Plan
- The Fundamentals of Investing
- A Clear View to Retirement
- 5 Questions You Should Answer Before you Retire
Financial Education 101:
Visit our online educational pieces at
www.wellsfargoadvisors.com/wim/fin-ed/financial-education.htm