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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

CANCELLED: April 1st Happy Hour Featuring The American Poutine Company Food Truck

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

Watermark Wealth Strategies - Chandler Office

To ensure the health and safety of our clients and staff, we are cancelling this happy hour event. We'd love to see all of our clients at our April 1st Happy Hour! American Poutine Company Food Truck will be here to give everyone a taste of their amazing french fries smothered in gravy, cheese curds, and other fantastic toppings. 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 Luncheon

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!

Past Events

POSTPONED! Client Car Show & Display Happy Hour

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

Watermark Wealth Strategies - Chandler

To ensure the health and safety of our clients and staff, we are postponing this event. We will send out a notice when a new day and time have been determined. 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.

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.

March Happy Hour, Featuring Electric Slider Food Truck

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 lip smackin' lil' burgers from Electric Slider Food Truck! Enjoy some great food, good company, and our usual assortment of delightful beverages at this fun-filled shindig. 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!

Platinum Dinner Event for Top Referrers

February 22, 2020 6:00p - 10:00p US Mountain Standard Time

Liberta Residence

Platinum Dinner Event invitees will be treated to a sumptuous dining experience featuring a beautifully prepared five-course meal by a local culinary master. Complementary transportation will be provided.

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."

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.

Event Registration




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