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2151 E Pecos Rd, Suite #3
Chandler, AZ 85225

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(480) 464-9300

 

Events

Photos from our loge suite on the 16th hole at the Waste Management Phoenix Open Golf Tournament.

 

Upcoming Events

"Today At Apple" Learning Workshop - Tentative

August 12, 2020 8:30a - 10:00a US Mountain Standard Time

Apple Store - Chandler Fashion Center Mall

WE'RE HOPING TO REINSTITUTE THIS UNIQUE LEARNING OPPORTUNITY: The health and safety of our clients is a priority, so if it is safe to do so, we will invite our clients and their referrals to join us at the Apple Store to learn, create and be inspired by this hands-on, educational experience, centered around features for iPhone and iPad. Clients who attended this last year indicated it was a very helpful and worthwhile.

September Happy Hour Event (Tentative)

September 2, 2020 4:30p - 6:00p US Mountain Standard Time

Watermark Wealth Strategies - Chandler Office

The health and safety of our clients is a priority, so if it is safe to do so, we'll resume our monthly office happy hour events. We'd be delighted to invite you to stop by our office for some lip smacking vittles and our usual assortment of cool and tasty adult libations. As always, clients would be encouraged to bring friends, family and workmates who might have need of our services by way of investing and retirement planning.

Medicare Educational Workshop - Tentative

September 8, 2020 4:00p - 5:00p US Mountain Standard Time

Watermark Wealth Strategies

WE'RE HOPING TO REINSTITUTE THIS HELPFUL WORKSHOP: The health and safety of our clients is a priority, so if it is safe to do so, we'll resume our one-hour workshop held at our office to educate those turning 65 about Medicare options. Cyndi Griner from Senior Advocate Services will be here to answer these questions: - What is Medicare and how does it work? - Who is eligible? - What is the enrollment process and timeline? - What are the different plans? - What if I am 65 and still working? - How does Medicare effect my Social Security? Clients are welcome to bring family, friends and workmates who are also in need of this information. Cyndi does not offer securities or advisory services and neither Cyndi nor Senior Advocate Services are affiliated with Kestra IS or Kestra AS.

TopGolf Happy Hour Event - Tentative

September 10, 2020 5:00p - 7:00p US Mountain Standard Time

Topgolf - Gilbert location

WE'RE HOPING TO REINSTITUTE THIS FUN EVENT: The health and safety of our clients is a priority, so if it is safe to do so, we'll invite clients and their referrals to join us for a fun time at TopGolf in Gilbert for drinks, appetizers, and some friendly golf competition. Last year's TopGolf event was a blast and we hope to see everyone back for round two.

October Chili Cook-off & Happy Hour! - Tentative

October 14, 2020 4:30p - 6:00p US Mountain Standard Time

Watermark Wealth Strategies - Chandler Office

WE'RE HOPING TO REINSTITUTE THIS FUN EVENT: The health and safety of our clients is a priority, so if it is safe to do so, we'll invite our clients to join us for our 3rd annual chili cook-off and happy hour event! Prizes will be given for tastiest, and most creative chili. If cooking is not your thing, you can help us judge the entries and enjoy an adult beverage or two. Clients are welcome to invite their friends and workmates to our happy hour, as we'd enjoy the chance to meet them and let them know a little about what we do. This event is the SECOND WEDNESDAY of the month due to fall break.

Tiffany Referral Appreciation Dinner - Tentative

October 23, 2020 6:00p - 9:00p US Mountain Standard Time

Culinary Dropout - Gilbert

The health and safety of our clients is a priority, so if it is safe to do so, we'll resume this wonderful occasion to reward those clients who've helped grow our business. This is an invitation only event! Clients who referred someone within the last year will receive an invitation to a fun and unique dining experience at Culinary Dropout Restaurant in Gilbert, and a sparkling Tiffany wine glass. Those new clients who were referred within the year will also receive an invitation.

November Food Truck Happy Hour Event - Tentative

November 4, 2020 4:30p - 6:00p US Mountain Standard Time

Watermark Wealth Strategies - Chandler Office

The health and safety of our clients is a priority, so if it is safe to do so, we'll be hosting this month's happy our and giving thanks for our amazing clients! November's Happy Hour will showcase the culinary talents of a local food truck vendor. Swing by and sample something delectable to eat, an adult refreshment or two, and our friendly hospitality. Clients are most welcome to bring along friends, family and workmates they'd like to introduce to our team.

Client Holiday Dinner Party at the Sheraton Grand Resort - Tentative

December 11, 2020 6:00p - 10:00p US Mountain Standard Time

Sheraton Grand Resort at Wild Horse Pass

The health and safety of our clients is a priority, so if it is safe to do so, we'll be welcoming our clients and their referrals to our annual holiday shindig. This party is by invitation only. Join us for a festive, fun-filled evening featuring cocktails, dinner and dancing. Further details will be included in the mailed invitation.

Event Registration




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