Broker Check

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

Contact Us Today!
(480) 464-9300

 

Events

Photos from our last social event, November Happy Hour at our Office.

 

Phoenix Open 16th Hole, Loge Suite Event

January 29, 2020 - February 2, 2020 9:00a - 6:00p US Mountain Standard Time

Watermark will have its own luxury suite on the 16th hole again this year, at the Phoenix Waste Management Golf Tournament. Clients with their referrals will have exclusive access to unlimited food and adult beverages, and a coveted birds-eye-view of all the tournament action and excitement for which the 16th hole is infamous.

 

February Chinese New Year Happy Hour

February 12, 2020 4:30p - 6:00p US Mountain Standard Time

Watermark Wealth Strategies - Chandler Office

This event has been pushed back a week! Watermark clients and their referrals are invited to celebrate Chinese New Year with us and enjoy some delicious Chinese cuisine from a local food truck vendor. Come on by and join us in raising a glass to the year of the rat. Bring your workmates, friends and family along, as we love meeting new people and hearing them say, "I wish my financial advisor had events like this."

 

Date and details coming soon!

 

March Food Truck Happy Hour Event!

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

Watermark Wealth Strategies - Chandler Office

We look forward to seeing our clients at our March happy hour event, featuring fare from a local food truck vendor. Enjoy some great food, good company, and our usual assortment of delightful beverages at this fun get-together. Don't forget to bring along someone you know who might be in need of financial or retirement planning. We'd love to help them!

 

Medicare Educational Workshop

March 10, 2020 4:00p - 5:00p US Mountain Standard Time

Watermark Wealth Strategies

This is a 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.

 

Client Car Show & Display Happy Hour

March 26, 2020 5:00p - 7:00p US Mountain Standard Time

Watermark Wealth Strategies - Chandler

Check out our 2nd annual Client Car Show and display! Clients and their guests are invited to bring their muscle cars, luxury, vintage, hot-rod, antique and sports cars over to Watermark to show them off. Got a cool truck or motorcycle? We want to see those too! We'll have our usual happy hour beverages and some tempting nibbles from a local food truck vendor.

 

April Food Truck Happy Hour Event

April 1, 2020 4:30p - 6:00p US Mountain Standard Time

Watermark Wealth Strategies - Chandler Office

We'd love to see all of our clients at our April Happy Hour, to ply them with refreshing adult beverages and a sampling of tasty vittles from a local food truck vendor. As always, we invite our clients to bring along a guest or two, as it's the perfect opportunity to introduce friends, family members, and co-workers to Watermark!

 

Ladies Fancy Hat Lunch

April 22, 2020 11:00a - 1:00p US Mountain Standard Time

Stone & Vine Urban Italian Restaurant

We're so excited to treat our lovely lady clients to lunch at Stone & Vine Urban Italian Restaurant in Chandler, where they're encouraged to wear a fancy hat (prize for the most fabulous!), and invited to bring a friend who might be interested in learning about what our team can do for her!

Event Registration




Thank you!

Error processing your request. Please try again at a later time.