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Client Events

Friends, Fun & Finances

Financial planning and fun are not mutually exclusive. Every year, clients are invited to take part in a full calendar of educational events, where they have the opportunity to learn about a variety of different topics to better their financial and personal choices and experiences. There are also activities offered just to have fun together. These events are put on throughout the year to show our appreciation and to celebrate the richness of life we are blessed to share. The client events are always well attended and received, and vary year to year.

2020 Events


FEBRUARY

Economic Forecast at SLO Brew -           The Rock

MARCH

Estate Planning Working

APRIL

Wine Tasting Tour

JUNE

Women & Wealth Workshop

JULY

Identity Theft Workshop

AUGUST

Backyard BBQ

OCTOBER

Tax Planning Workshop

DECEMBER

Annual Crew Wealth Management Holiday Party

2019 Events


February 

Economic Forecast at SLO Brew -           The Rock

April

Wine Tasting Tour at Laetitia and Chamisal Vineyards

July

 Social Security Workshop at Café Roma

August

 Summer Night on the Ranch at Filipponi Ranch

October

 “Retire on Purpose” Workshop at Café Roma

November

Charitable Giving at Crew Wealth Management

December

Annual Crew Wealth Management Holiday Party at Edna Valley Vineyard

2018 Events


February

Economic Forecast at Edna Valley Vineyard

August

Beach Day at Port SLO, Avila Beach

November

Identity Theft Workshop at Café Roma

December

Annual Crew Wealth Management Holiday Party at Edna Valley Vineyard

Call Us Today at (805) 781-3885 For More Details

Contact Us Today