Broker Check

Events

We host several events throughout the year. To see our past events click here.

For clients, we host

  • Semi-annual client appreciation events every Spring and Fall
  • Periodic educational seminars on topics important to our clients

For advisors, we host

  • Annual Cigar Smoker Networking Event
  • Educational seminars on best practices including the Wealth Management Site and Retail systems

 

Our Upcoming Events:

 

Upcoming Events

April 22, 2020

TBA

Spring Client Appreciation Event - POSTPONED

Our spring client appreciation event has been postponed due to the COVID-19 virus. We will be sending out correspondence with updated details on the event as soon as it is rescheduled.  We appreciate your understanding during these difficult times!

April 29, 2020

9:00a - 12:00p

Beratung South

eMoney 109 - South

We are pleased to announce we are continuing our eMoney study group for advisors series with “eMoney 109” on Wednesday, April 29th at our Beratung South office and Thursday, April 30th at our Beratung North office.

April 30, 2020

9:00a - 12:00p

Beratung North

eMoney 109 - North

We are pleased to announce we are continuing our eMoney study group for advisors series with “eMoney 109” on Wednesday, April 29th at our Beratung South office and Thursday, April 30th at our Beratung North office.

May 14, 2020

4:30p - 7:30p

Club Leaf & Bean

Third Annual Cigar Smoker

Please join us for an evening of socializing with fellow Financial Advisors at the exclusive Club Leaf and Bean. Spend time networking with other advisors while enjoying a cigar, drinks, bocce, dinner, and brief talk about whiskey.

Event Registration


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