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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:

 

December 19, 2019

9:00a - 12:00p

Beratung South

eMoney 108 - South

We are pleased to announce we are continuing our eMoney study group for advisors series with “eMoney 108” on Thursday, December 19th at our Beratung South office and Friday, December 20th at our Beratung North office.

 

December 20, 2019

9:00a - 12:00p

Beratung North

eMoney 108 - North

We are pleased to announce we are continuing our eMoney study group for advisors series with “eMoney 108” on Thursday, December 19th at our Beratung South office and Friday, December 20th 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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