2019 Event List
Our team loves to get together with our clients in social settings. In addition to showing our appreciation for our clients, it helps us get to know you better, and enjoy your company in a less formal setting than our financial review meetings. And some friendships have been forged between our clients, too. In 2019, we are adding some new events, so please see our list below. We are excited to spend more time with you this year in these relaxed settings!
Month | Date | Event and Audience | Location |
February | Wednesday, February 20 | Appreciation Dinner (Referrals & Referred Clients) | Seasons 52 |
March | Tuesday, March 5 | Paczki Day (All Clients) | Our Office |
April | Friday, April 5 @ 10AM | Women and Money Seminar (All Female Clients and Friends) | Our Office |
May | Saturday, May 4 | Client Appreciation Event Planter’s Palette Gardening Center (Invitational Event) | Planter’s Palette |
June | Saturday, June 4 | Gathering on the Green Western Springs, IL (Open to the Public) | @ Tower Green Western Springs, IL |
September | Saturday, September 14 | Client Appreciation Event Morton Arboretum (All Clients and Guests) | Morton Arboretum |
September | Friday, September 20 | Raising Financially Aware Kids (Open to Public, but Registration required.) | Western Springs Village Club Western Springs, IL |
October | Thursday, October 10 | October Informational Event at The Naperville County Club (All Clients) | The Naperville Country Club |
November | Wednesday, November 6th | Social / Service Event (Invitational Event) | @ Ronald McDonald House |
December | Sunday, December 1 | Client Appreciation Event Holiday Party (All Clients) | Hyatt Lodge Oak Brook |
10/19