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

More events are on the way! Check back soon for more information.

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!

Event Registration