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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:

 

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.

Event Registration

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