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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

September Happy Hour Event

September 1, 2021 4:30p - 6:00p US Mountain Standard Time

Watermark Wealth Strategies - Chandler Office

We can't wait to get the party started! We're SO EXCITED to resume our monthly happy hour events, featuring lip smackin' vittles from a local food truck vendor and an assortment of cool and tasty adult libations. Come join us and bring friends, family and workmates who might have need of our services by way of investing, retirement and estate planning. The health and safety of our clients is a priority, so if we feel that this event may pose a health risk, we will opt to post-pone it until we are given the all-clear.

TopGolf Happy Hour Event

September 23, 2021 5:00p - 7:00p US Mountain Standard Time

Topgolf - Gilbert location

WE'RE HOPING TO REINSTITUTE THIS FUN EVENT! If safety allows, we plan on inviting clients and their referrals to join us for a fun time at TopGolf in Gilbert for drinks, appetizers, and some friendly golf competition. Our previous TopGolf event was a BLAST and we expect this one to be just as fantastic!

October Chili Cook-off & Happy Hour!

October 13, 2021 4:30p - 6:00p US Mountain Standard Time

Watermark Wealth Strategies - Chandler Office

Think your chili recipe is the best? Bring it! Calling all clients to participate in our annual chili cook-off contest and happy hour. Don't want to cook? No worries! We need you to sample the entries and choose the winner, as there will be prizes. Grab a workmate or two, and join us! They are welcome to bring a pot o' beans too. We'd enjoy the chance to meet them and tell them a little about what we do over a cold beer. This event is the SECOND WEDNESDAY of the month due to fall break. **Our events are subject to cancellation if gatherings are determined to be a risk to the health and safety of clients and staff.

Client & Referral Appreciation Dinner

October 22, 2021 6:00p - 9:00p US Mountain Standard Time

Culinary Dropout - Gilbert

Everyone at Watermark looks forward to this wonderful occasion to reward those clients who've helped grow our business. Clients who've 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. This event is by invitation only! **Our events are subject to cancellation if gatherings are determined to be a risk to the health and safety of clients and staff.

Past Events

November Food Truck Happy Hour Event

May 7, 2021 3:00p - 4:00p US Mountain Standard Time

Watermark Wealth Strategies - Chandler Office

The month for giving thanks is here, and we're thankful 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. As always, our clients are most welcome to bring along those people in their lives who they feel could benefit from our expertise in investing, retirement and estate services. **Our events are subject to cancellation if gatherings are determined to be a risk to the health and safety of clients and staff.

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.

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.

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.

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.

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.

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.

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.

"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.

Event Registration




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