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Events

Upcoming events

    • Thursday, August 13, 2020
    • 4:00 PM - 5:30 PM (CDT)
    • A FREE Online Zoom Mtng
    Register


    The CoronaVirus Economy




      A FREE Online Zoom Meeting

      Zoom meeting Info will be emailed at a later date.



      ~ TOPIC ~

      The CoronaVirus Economy

      The CoronaVirus economy, what does history tell us? 
      Does the economy even matter for markets anymore? 
      Does the CoronaVirus create financial planning opportunities?



        ~ speaker ~



        LOIC LEMENER, CFA®, MBA, CFP®

        Opus Wealth Management

        PRESIDENT
        972-361-3839
        OpusWealthInfo@lfg.com

        “I believe that everything starts with integrity, trust and understanding; these uncompromising principles are the foundation of what we do.”

        As the founder and President of Opus Wealth Management in Dallas, Texas, I am fortunate to work with a team of professionals who are dedicated to serving our clients utilizing one simple, yet powerful golden rule – we provide advice and implementation based on the fact that we would do this exactly the same way for ourselves and our loved ones. If we would not, we don’t recommend it!

        Opus Wealth Management and Loic LeMener offer Investment advice through Belpointe Asset Management, LLC, 125 Greenwich Avenue, Greenwich, CT 06830 (“Belpointe”). Belpointe is an investment adviser registered with the Securities and Exchange Commission (“SEC”). Registration with the SEC should not be construed to imply that the SEC has approved or endorsed qualifications or the services Belpointe offers, or that or its personnel possess a particular level of skill, expertise or training.


        ~ DATE & TIME ~

        August 13th

        4:00 -5:30


        Each registrant will receive an

        email with the Zoom link.



      Past events

      Tuesday, May 05, 2020 Online Mtng - Managing from the CARES act to the other side of Crisis!
      Friday, February 28, 2020 Annual Economic Update at the Dallas Federal Reserve
      Tuesday, January 28, 2020 New Members Kickoff Happy Hour Party
      Thursday, November 21, 2019 2019 Holiday Networking Party & Charity Event
      Tuesday, October 22, 2019 Fall Networking Happy Hour @ Coal Vines in Addison
      Tuesday, September 17, 2019 Networking Lunch & Learn @ Prestonwood Country Club
      Tuesday, August 20, 2019 Back-to-School Happy Hour @ Al Biernats North
      Tuesday, June 18, 2019 Summer Kick Off Happy Hour @ Lazy Dog in Addison
      Tuesday, May 21, 2019 Networking Lunch & Learn @ Prestonwood Country Club
      Monday, April 15, 2019 Autism Treatment Center Charity Golf Tournament : Co-hosted by TMA / Dallas Chapter
      Tuesday, March 19, 2019 St. Patty's Hangover Cure Happy Hour @ Coal Vines Prestonwood
      Tuesday, February 19, 2019 Networking Lunch & Learn @ Prestonwood Country Club
      Tuesday, January 15, 2019 New Members Kickoff Happy Hour Party
      Thursday, November 29, 2018 2018 Holiday Networking Party & Charity Event
      Tuesday, October 16, 2018 Happy Hour @ Al Biernat’s North on Spring Valley
      Tuesday, September 18, 2018 Networking Lunch @ Prestonwood Country Club
      Wednesday, August 22, 2018 Happy Hour with TMA
      Tuesday, June 19, 2018 Happy Hour
      Monday, May 14, 2018 Charity Golf Tournament
      Tuesday, April 24, 2018 Networking Lunch
      Tuesday, March 20, 2018 Happy Hour at Sevy's Grill
      Tuesday, February 20, 2018 Networking Lunch
      Thursday, February 15, 2018 NextGen Happy Hour
      Tuesday, January 23, 2018 Membership Kickoff Happy Hour
      Tuesday, November 28, 2017 Holiday Networking Party & Charity Event
      Thursday, October 19, 2017 October Networking Happy Hour - Rooftop @ Terilli's
      Wednesday, October 18, 2017 NextGen - October Happy Hour @ Moxies
      Thursday, September 21, 2017 September Lunch - ASC 606: What You Need To Know … NOW!
      Thursday, August 10, 2017 August Networking Happy Hour at Public School 972
      Wednesday, July 26, 2017 Women of TFF - July 26th Happy Hour - Whiskey on the Rocks
      Thursday, June 22, 2017 June Networking Happy Hour with the TMA
      Thursday, May 25, 2017 May Networking Lunch
      Monday, April 03, 2017 2017 Charity Golf Tournament at Las Colinas Country Club
      Thursday, March 23, 2017 NEXTGEN Kickoff Event and Rooftop Party
      Thursday, March 09, 2017 March Networking Lunch - Top Trends for 2017 for Supply Chain Financing
      Thursday, February 09, 2017 Member Kickoff Happy Hour Party
      Tuesday, November 29, 2016 Holiday Event - Please join us for the TMA / CFA / TFF Dallas Chapter’s Holiday Party and Toy Drive on November 29th at the Dallas Country Club
      Tuesday, November 15, 2016 November 15th Lunch - #BridgeTheGenGap: Working with Millennials - Prestonwood Country Club
      Thursday, October 27, 2016 2016 Oct 27th Happy Hour at Terilli’s on Greenville
      Wednesday, October 12, 2016 TFF Women in Finance: Wine and Margarita Night
      Thursday, September 08, 2016 2016 September Lunch - FinTech Panel - Prestonwood Country Club
      Thursday, August 11, 2016 2016 August Happy Hour at The Eberhard on Henderson with TMA
      Thursday, June 30, 2016 2016 Summer Happy Hour Event at Yard House in Addison
      Thursday, May 12, 2016 2016 Business Outlook by Tracy Merzi, Publisher for the Dallas Business Journal
      Monday, April 25, 2016 2016 Charity Golf Tournament at Cowboys Golf Club
      Thursday, March 24, 2016 2016 Economic Outlook from Wells Fargo Chief Investment Strategist
      Wednesday, February 17, 2016 Dark Side of Cash Advances @ Prestonwood Country Club
      Thursday, January 14, 2016 After New Year’s Cocktails & Kickoff Party at Sevy's
      Tuesday, December 15, 2015 Impromptu End of Year Happy Hour
      Thursday, November 19, 2015 Holiday Event - Please join us for the TMA / CFA / TFF Dallas Chapter’s Holiday Party and Toy Drive on November 19th at the Dallas Country Club
      Monday, November 16, 2015 November Event - Happy Hour at Javier’s on November 16 from 5:00 – 6:45 combined with the World Affairs Council of DFW with Ben S. Bernanke
      Thursday, October 15, 2015 October Event : Top Golf - Oct 15
      Wednesday, September 23, 2015 September Event : Discussion Panel: Cash Advances
      Thursday, August 13, 2015 August Happy Hour Networking Event at Sambuca
      Thursday, June 25, 2015 Summer Happy Hour Networking Event at HG SPLY CO
      Monday, May 11, 2015 FINANCING OPTIONS FOR TRANSPORTATION INDUSTRY
      Monday, April 27, 2015 Charity Golf Tournament at Cowboys Golf Club
      Wednesday, March 11, 2015 Lunch and Tour of the Federal Reserve
      Thursday, February 19, 2015 Lunch Panel: Declining Oil Prices: How It Effects Lending To The Industry (Maggiano’s North Park)
      Thursday, January 22, 2015 Member Appreciation and Kick-Off Event with the International Factoring Association

      Contact Us

      The Finance Forum
      Attn: Membership Officer
      P.O. Box 2433
      Addison, TX 75001


      Evan Downey
      PRESIDENT
      Porter Capital
      214-997-4929
      edowney@portercap.net


      Chip Scoggins
      GOLF TOURNAMENT CHAIRMAN
      972-342-6311
      chip.scoggins@oilfieldfunding.com


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