Past Events
Client Referral Appreciation Dinner
May 19, 2026 5:00 - 7:00P.M.
We had the opportunity to host our very first Client Referral Appreciation Dinner, and it reminded us just how fortunate we are to work with such amazing clients. Your confidence in us means everything, and your referrals mean so much more than introductions.
Client Referral Appreciation Dinner
May 19, 2026 5:00 - 7:00P.M.
We had the opportunity to host our very first Client Referral Appreciation Dinner, and it reminded us just how fortunate we are to work with such amazing clients. Your confidence in us means everything, and your referrals mean so much more than introductions.
Client Referral Appreciation Dinner
May 19, 2026 5:00 - 7:00P.M.
We had the opportunity to host our very first Client Referral Appreciation Dinner, and it reminded us just how fortunate we are to work with such amazing clients. Your confidence in us means everything, and your referrals mean so much more than introductions.
Bites & Insights | Social Security Planning
April 28, 2026 5:00 - 6:30P.M.
Presenting: Val Sender with Delaware Life.
Bites & Insights | Social Security Planning
April 28, 2026 5:00 - 6:30P.M.
Presenting: Val Sender with Delaware Life.
Sip & Self Care
February 13, 2026 2:00 - 4:00P.M.
A small gesture of appreciation for all the women who have trusted us to walk their financial jourmey with them!
Sip & Self Care
February 13, 2026 2:00 - 4:00P.M.
A small gesture of appreciation for all the women who have trusted us to walk their financial jourmey with them!
Christmas Client Social
December 12, 2025 2:00 - 5:00pm
Celebrating the holidays with our cherished clients.
Christmas Client Social
December 12, 2025 2:00 - 5:00pm
Celebrating the holidays with our cherished clients.
Sip -N- Shred
October 9, 2025 2:00 - 5:00pm
Our annual event to dispose of sensitive documents that are no longer needed while you have some sips & bites.
Sip -N- Shred
October 9, 2025 2:00 - 5:00pm
Our annual event to dispose of sensitive documents that are no longer needed while you have some sips & bites.
Bites & Insights | Medicare Planning
August 22, 2024 5:30 - 7P.M.
Presenting: Tami Brunner Insurance Agent with Brunner Insurance Solutions.
Bites & Insights | Medicare Planning
August 22, 2024 @ 5:30 - 7P.M.
Presenting: Tami Brunner Insurance Agent with Brunner Insurance Solutions.
Bites & Insights | Wills & Trusts 101
April 9, 2024 5:30 - 7P.M
Presenting: Natalie Gilbert Thomas Senior Attorney with Evans & Davis.
Bites & Insights | Wills & Trusts 101
April 9, 2024 5:30 - 7P.M
Presenting: Natalie Gilbert Thomas Senior Attorney with Evans & Davis.