Broker Check

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

June 24, 2021

4:30p - 7:30p

Club Leaf & Bean – South

3rd Annual Cigar Smoker for Financial Planners

Spend time networking with other planners while enjoying a cigar, drinks, bocce, dinner, and brief talk about whiskey

Past Events

May 26, 2021

8:30a - 7:00p

Beratung South

Shred Day at Beratung South

Do you have a stack of old bills and mail that you have accumulated during quarantine? Join us as we open the doors to our offices back to clients to securely shred old documents you may have accumulated such as credit card offers, junk mail, old account statements, old bills, or any other documents you want to get rid of.

May 25, 2021

10:30a - 7:00p

Beratung North

Shred Day at Beratung North

Do you have a stack of old bills and mail that you have accumulated during quarantine? Join us as we open the doors to our offices back to clients to securely shred old documents you may have accumulated such as credit card offers, junk mail, old account statements, old bills, or any other documents you want to get rid of.

May 24, 2021

8:30a - 7:00p

Beratung East

Shred Day at Beratung East

Do you have a stack of old bills and mail that you have accumulated during quarantine? Join us as we open the doors to our offices back to clients to securely shred old documents you may have accumulated such as credit card offers, junk mail, old account statements, old bills, or any other documents you want to get rid of.

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!

Event Registration


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