Investing in Knowledge, Service, Appreciation, and Fun!
Educational Workshops: Want to know more about Social Security, Estate Planning, protecting your Identity, and a variety of other important topics? We bring in expert speakers to educate our clients, their friends, and family.
Service Events: Have documents you need to shred, want some help planning your next vacation, wish you knew more about technology and social media? We host events that add value as an extra service to our clients, their friends, and family.
Appreciation Events: We are thankful to have some of the best clients around. We host events such as a new client referral dinners, movie nights, and theater events as a way to say thanks for being our clients. As always, friends and family are welcome to attend.
Good Old Fashioned Fun: To nurture a good relationship, it is important to take a break every once in a while to have a little fun. That is why we like to let loose and have events strictly aimed at entertainment. We hold an annual Golf Classic which is lots of fun for golfers of all abilities. We also have an annual Bowling Bash and have had a blast bowling with our clients, their friends and family. Each year we host a few stand-alone events such as a Spring Fashion Show, Tesla Test Drive, and Sipping and Painting event just to name a few.