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!