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.