Our

Events

Our

Events

23rd June 2023 | New York City

Business Expo - Small-Business Summit

Discover growth opportunities at Occams Advisory Inc.'s Small Business Summit! Join us on June 3rd, 2023, at the Hilton Convention Center Midtown, New York City. Learn from experts, network with fellow entrepreneurs, and boost your business. Register for free at occamadvisory.com/events. Don't miss out on this valuable event!

Read More

5th June 2023 | Florida

GCBX Lunch & Learn - Legislative Session Update

Join Occams Advisory Inc. at the GCBX Lunch & Learn event on June 5th, 2023, at the Carlisle Inn. Our Deputy CEO, David King, will speak on legislative updates affecting the Florida business community...

Read More

August 22, 2023 | Toronto

‘X’ Marks the Spot by Experior Financial Group

Occams Advisory Inc. proudly attended Experior Financial Group Inc.'s 'X Mark's the Spot' convention on August 22nd-24th, 2023, at the Hamilton Convention Center, Ontario, Canada. Our delegation included Vardhman Shah, Chief Revenue Officer Josh Westfall, and Head of Marketing and Branding Mukarram Dhorajiwala. This gathering united....

Read More

September 29, 2023

World Culture Festival by Art of Living

Occams Advisory Inc. proudly sponsored the 4th World Cultural Festival, a three-day celebration of meditation, music, dance, and inspiration. Our leadership and management teams, along with their families, attended this historic event on the National Mall in DC, from September 29th to October 1st, 2023. Join us in reliving the joy and community spirit of...

Read More

September 6, 2023

North Phoenix Chamber of Commerce - Wine Bar Networking

Amber Kellogg, AVP of Client Relations at Occams Advisory, attended the North Phoenix Chamber of Commerce Wine Bar Party. With three decades of experience blending fashion and finance, Amber brings a unique perspective to enhance business growth. Her client-centric...

Read More

Sep 14, 2023

Greater Hollywood Chamber of Commerce

Occams Advisory Inc. proudly served as a corporate sponsor at a memorable industry event held at the Abiaka Hard Rock Hotel & Casino in Hollywood, FL, on September 14, 2023. Deputy CEO David King represented our organization with grace and enthusiasm. It was an opportunity to connect with industry leaders and share valuable insights.

Read More

Sep 14, 2023

The Agents Alliance 2023 Conference & Expo

Occams Advisory Inc. made its presence felt at the American Agents Alliance Conference & Expo from September 14-16, 2023, held at the luxurious JW Marriott Desert Springs Resort & Spa in Palm Desert, California. Our VP of Client Origination, Vardhman Shah, showcased Occams at booth number 100, fostering valuable connections...

Read More

18th September 2023

Downtown OMAHA Sales Conference

Amber Kellogg, AVP of Client Relations at Occams Advisory, made a significant impact at the Downtown OMAHA Sales Conference held on September 18, 2023, at the CHI Health Center Omaha in Omaha, NE. Her enthusiastic presence at our booth showcased Occams Advisory's expertise, and Amber reported the event as a resounding success...

Read More

23rd June 2023 | New York City

Business Expo - Small-Business Summit

Discover growth opportunities at Occams Advisory Inc.'s Small Business Summit! Join us on June 3rd, 2023, at the Hilton Convention Center Midtown, New York City. Learn from experts, network with fellow entrepreneurs, and boost your business. Register for free at occamadvisory.com/events. Don't miss out on this valuable event!

Read More

5th June 2023 | Florida

GCBX Lunch & Learn - Legislative Session Update

Join Occams Advisory Inc. at the GCBX Lunch & Learn event on June 5th, 2023, at the Carlisle Inn. Our Deputy CEO, David King, will speak on legislative updates affecting the Florida business community...

Read More

August 22, 2023 | Toronto

‘X’ Marks the Spot by Experior Financial Group

Occams Advisory Inc. proudly attended Experior Financial Group Inc.'s 'X Mark's the Spot' convention on August 22nd-24th, 2023, at the Hamilton Convention Center, Ontario, Canada. Our delegation included Vardhman Shah, Chief Revenue Officer Josh Westfall, and Head of Marketing and Branding Mukarram Dhorajiwala. This gathering united....

Read More

September 29, 2023

World Culture Festival by Art of Living

Occams Advisory Inc. proudly sponsored the 4th World Cultural Festival, a three-day celebration of meditation, music, dance, and inspiration. Our leadership and management teams, along with their families, attended this historic event on the National Mall in DC, from September 29th to October 1st, 2023. Join us in reliving the joy and community spirit of...

Read More

September 6, 2023

North Phoenix Chamber of Commerce - Wine Bar Networking

Amber Kellogg, AVP of Client Relations at Occams Advisory, attended the North Phoenix Chamber of Commerce Wine Bar Party. With three decades of experience blending fashion and finance, Amber brings a unique perspective to enhance business growth. Her client-centric...

Read More

Sep 14, 2023

Greater Hollywood Chamber of Commerce

Occams Advisory Inc. proudly served as a corporate sponsor at a memorable industry event held at the Abiaka Hard Rock Hotel & Casino in Hollywood, FL, on September 14, 2023. Deputy CEO David King represented our organization with grace and enthusiasm. It was an opportunity to connect with industry leaders and share valuable insights.

Read More

Sep 14, 2023

The Agents Alliance 2023 Conference & Expo

Occams Advisory Inc. made its presence felt at the American Agents Alliance Conference & Expo from September 14-16, 2023, held at the luxurious JW Marriott Desert Springs Resort & Spa in Palm Desert, California. Our VP of Client Origination, Vardhman Shah, showcased Occams at booth number 100, fostering valuable connections...

Read More

18th September 2023

Downtown OMAHA Sales Conference

Amber Kellogg, AVP of Client Relations at Occams Advisory, made a significant impact at the Downtown OMAHA Sales Conference held on September 18, 2023, at the CHI Health Center Omaha in Omaha, NE. Her enthusiastic presence at our booth showcased Occams Advisory's expertise, and Amber reported the event as a resounding success...

Read More

Unleash THE
OCCAMS WAY

We offer a FREE 30-minute consultation to help you identify areas of your business or personal where you can get immediate results by using our evidence-based approach to superior results.

Make An Appointment

Get Instant Help

Buzz us in! We will reply within 2-4 business hours.

Call

Chat Support

Book a Free Consultation

Email