Events
Whether it’s keeping up with trends or discussing some other topic, our practice 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
April 20, 2024
9:00a - 12:00p
FORM Wealth Advisors
Spring 2024 Shred Event
Saturday, April 20th, 9 am - 12 pm
May 17, 2024
6:00p - 8:30p
Marcus Point Cinema
Middleton Movie Night | Summer 2024
Grab some popcorn and join us for a showing of IF at the Marcus Point Cinema in Madison, WI. Directed by John Krasinski and starring Ryan Reynolds, this comedy is sure to be fun for the whole family. Tickets, popcorn, and soda included. See you soon!
July 5, 2024
Emagine Geneva Lakes
Lake Geneva Movie Night | Summer 2024
Grab some popcorn and join us for a showing of Despicable Me 4 at Emagine Geneva Lakes in Lake Geneva, WI. The latest movie in the Despicable Me series promises to be one of Gru's wildest adventures yet. With new villains voiced by Will Ferrell and Sofia Vergara, it’s sure to be fun for the whole family. Tickets, popcorn, and soda included. See you soon!
Past Events
December 28, 2023
11:00a - 1:00p
Emagine Geneva Lakes
FORM Matinee Movie
Join us at the movies for this 1930's-set true-story directed by George Clooney. The film centers on the University of Washington's rowing team, from their Depression-era beginnings to winning gold at the 1936 Berlin Olympics.
July 27, 2023
11:00a - 11:30a
Zoom
FORMing Perspective Webinar LIVE
In a world where feelings depend on the latest news story, we're here to bring facts and perspective on the markets and investing. Returning this year, Tyson Ray CFP®, CExP®, CIMA®, shares the FORM perspective in this 30 minute market update via LIVE Zoom webinar.
July 23, 2023 - August 3, 2023
11:15a - 12:15p
Silverseas' Silver Whisper
FORM Travel Club Alaskan Cruise
Set sail on Silverseas’ Silver Whisper July 27th-August 3rd, 2023. Your luxury cruise ship will set sail from Seward (Anchorage), Alaska and travel the Inside Passage; from the awe-inspiring beauty of the Hubbard Glacier, the eclectic blend of history in Sitka, to the colorful totem poles and lush island setting in Ketchikan. With just under 400 guests on board, you’ll enjoy the height of luxury and relaxation while at sea.
June 1, 2023
6:00p - 8:00p
Emagine Theater
FORM Movie Night
Join us at the movies! We have arranged for a showing of the latest The Little Mermaid, re-imagined from the 1989 classic.
April 29, 2023
8:00a - 11:00a
FORM Wealth Advisors Office
FORM Shred Event
Saturday, April 29th, 8 am - 11 am
February 24, 2023
12:00p - 11:00p
Online
FORMing Perspective Webinar
Our State of the Markets Webinar is now FORMing Perspective; and is COMING SOON! Watch Tyson as he helps put today’s economic landscape into perspective. Share the QR code with any family or friends who would benefit from hearing about the market from the FORM perspective. To watch, visit www.formwealth.com/webinars
December 28, 2022
1:00p - 4:00p
Emagine Theater
FORM Movie Night
Join us at the movies for this holiday season! We have arranged for a showing of the latest Tom Hanks release, A Man Called Otto! More details to come!
August 12, 2022
8:00a - 9:00a
Online
FORMing Perspective
Our State of the Markets Webinar is now “FORMing Perspective” and is available as of August 12th. Watch Tyson as he helps put today’s economic landscape into perspective. Share the QR code with any family or friends who would benefit from hearing about the market from the FORM perspective. To watch, visit www.formwealth.com/webinars
June 16, 2022
6:30p - 9:00p
Emagine Theater
FORM Movie Night
Join us at the movies for Lightyear! We have arranged for an Advanced Showing of the latest Disney released, Lightyear!
June 10 - June 17, 2022
12:00p - 1:00p
Virtual
Virtual Tax Strategies Presentation
Learn about the latest tax law changes and which investments and tools can help you manage your tax liability for 2022.
August 11, 2021
11:00a - 12:00p
Virtual
Virtual Halftime Report
Join Tyson Ray, Luke Kuchenberg, and Christine Hayward for this 1-hour webinar. This event is open to everyone so invite your family, friends and co-workers who would benefit from hearing the FORM Perspective on the markets.
April 28, 2021
11:00a - 12:00p
Virtual
Virtual Tax Strategies Presentation
Managing your taxes efficiently involves a clear understanding of the tax code. To help you prepare for the year ahead, you are invited to join us for our live presentation event focused on Tax Strategies for 2021.
February 17, 2021
11:00a - 12:00p
ZOOM Webinar
October 8, 2020
10:15a - 11:15a
ONLINE
October 7, 2020
5:00p - 6:00p
ONLINE
October 7, 2020
12:00p - 1:00p
ONLINE
September 19, 2020
9:00a - 12:00p
FORM Wealth Advisors Office
Shred Event
Saturday, September 19th, 9 am - 12 pm
August 12, 2020
5:00p - 6:00p
ONLINE
August 12, 2020
11:00a - 12:00p
ONLINE
April 29, 2020
12:00p - 1:30p
Online ZOOM Webinar
2020 Tax Strategies Educational Webinar
While 2019 taxes are still fresh in your mind, learn about the latest tax law changes and which investments and tools can help you manage your tax liability in 2020. Tyson Ray, FORM Wealth Advisor, shares insights about the tax code to help you prepare for the year ahead.
February 22, 2020
9:00a - 11:00a
Legends Room at Geneva National Golf Resort Clubhouse
State of the Markets Event 2020
Looking for a fresh perspective on the market and economy? Bring your family and friends to our State of the Markets presentation.
December 19, 2019
7:00p - 10:00p
Emagine Theater
FORM Movie Night
Join us at the movies for Star Wars: The Rise of Skywalker! We have arranged for an Advanced Showing of the latest Star Wars movie: Star Wars – The Rise of Skywalker!