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:
May 14, 2020
4:30p - 7:30p
Club Leaf & Bean
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.