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.