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Events

We believe that with understanding comes confidence, so we offer opportunities for both current and prospective clients to gain financial insights through a variety of events throughout the year. We also enjoy showing our appreciation for our clients continued trust and relationships, so some of our events are simply for entertainment.


Women & Wealth

We've offered opportunities for women to learn more about investing, financial planning and how to create a wealth management plan that supports your future. This event is designed specifically to cover the common financial challenges affecting women, how to evaluate your current situation and ways to plan for your future.

We intentionally keep this event on the smaller side, so everyone feels comfortable sharing concerns and empowered to ask questions. Our goal is to relieve uncertainties and enlighten guests with new insights and understanding so they feel confident about their financial life and future.

Younger Investors

Many of our clients have shared that they want their adult children to have a better understanding of foundational financial information, so we developed the Making Money Work event for younger investors. This event provides an overview of important financial concepts, such as the power of compound interest, budgeting, retirement savings, estate planning, renting or buying a home, and much more.

The topics presented at this event are incredibly valuable for young people to hear, so they understand the importance of saving early. This event is limited to about 15 attendees to encourage questions and conversation throughout the presentation. We want guests to leave with a better understanding of some actions they can take now and in the future to be more confident about their financial situation.

Holiday Fun

This is our favorite event of the year! We rent out The Magic House and open it for our clients to share some family fun with their children and grandchildren. Not only do they get to enjoy one of the best children's museums in the region, but they also have a nice dinner and cookies with Santa.

For us, our holiday event lets us connect with our clients in a relaxed environment and have great conversations. The joy we see on everyone's faces is the best holiday gift we could ask for.

If you'd like to be added to our guest list for future events, please fill out the form, and we'll be in touch.

Thank you! Oops!