Broker Check

Upcoming Events

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

 

Appreciation Dinner

(Referrals & Referred Clients)

TBD

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

 

Social Event

(Millennial Clients and Guests)

@ Top Golf

August

 

Client Appreciation Event

 Cupcake Decorating

(Invitational Event)

The Wilton School

Darien

September

Saturday, September 14

Client Appreciation Event

Morton Arboretum

(All Clients and Guests)

Morton Arboretum

October

 

Client Appreciation Event

Cooking Class

(Invitational Event)

TBD

November

 

Social / Service Event

(Invitational Event)

@ Ronald McDonald House

December

Sunday, December 1

Client Appreciation Event

Holiday Party

(All Clients)

Hyatt Lodge

Oak Brook

 

 

 

01/19