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:
August 26, 2019
9:00a - 12:00p
Beratung East
eMoney 107 Session 1 - East
We are pleased to announce we are continuing our eMoney study group for advisors series with “eMoney 107” on Monday, August 26th at our Beratung East office and Wednesday, August 28th at our Beratung South office.
August 28, 2019
9:00a - 12:00p
Beratung South
eMoney 107 Session 2 - South
We are pleased to announce we are continuing our eMoney study group for advisors series with “eMoney 107” on Monday, August 26th at our Beratung East office and Wednesday, August 28th at our Beratung South office.
October 3, 2019
6:00p - 9:00p
Gateway Clipper Cruise
Gateway Clipper Cruise
Please join us for our Fall Client Appreciation Event, a site-seeing tour on the Gateway Clipper Cruise!
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.