Events

• Portfolios at Your Place – August 2026

  August 19, 2026

  Our Harvest Strategy: The Power of Diversification Join us from home on Wednesday, August 19 at 4PM as Partner and Chief Investment Officer Alex Durbin and Partner and CEO Travis Upton walk through the Harvest strategy, one of the objectives-based portfolios The Joseph Group has the privilege of managing for clients. They will discuss what […]

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• Portfolios & Pints – September 2026

  September 16, 2026

  The German hat is back! Alex Durbin, Partner and Chief Investment Officer, and Travis Upton, Partner and CEO, will be drawing topics out of the hat to discuss current events, thoughts on the markets, and answer your questions. Do you have a question about interest rates? Add it to the hat! Do you have a […]

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• Women, Wine and Wealth

  September 30, 2026

  Brush up on your financial knowledge! Join us for a night of learning, connection and empowerment, paired with great wine and great conversation! Led by Theresa LeChard CFP® , Client Advisor

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• 2026 Leadership Breakfast & Workshop

  October 2, 2026

  The Power of a Heart-Led Leader Join us for our 4th Annual Business Leader’s Breakfast & Workshop This year’s keynote speaker is Jim Smith, Chairman of the Board, Elford Inc., who will be speaking on The Power of a Heart-Led Leader. One of central Ohio’s most admired business executives, Jim will be sharing the powerful […]

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