Events

Our wonderful Watermark clients are invited to our fun May 3rd Happy Hour. K Star BBQ Food Truck will be here to give everyone a taste of their tantalizing and smokey brisket and pulled pork. Our specialty cocktail will be a refreshing vodka mint limeade. We invite clients to bring along a guest or two, as it's the perfect opportunity to introduce friends, family members, and co-workers to Watermark! THIS HAPPY HOUR IS ON THE SECOND WEDNESDAY OF THE MONTH.

We're excited to host our April office happy hour (while it's still cool enough to linger outside at dusk) featuring soft & crunchy delicioso tacos- from El Taco Santo Food Truck! We'll have our usual tasty assortment of adult libations and our unbeatable Watermark hospitality. Clients are encouraged to bring along friends, family, and workmates who might be interested in learning about what we can do for them. THIS HAPPY HOUR IS ON THE SECOND WEDNESDAY OF THE MONTH.

This is a one hour workshop held at our office to educate those turning 65 about Medicare options. Justin Bro and Mark Molina from Retirement Insurance Specialists, LLC., 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. Justin and Mark do not offer securities or advisory services. Justin Bro, Mark Molina, and Retirement Insurance Specialists, LLC are affiliated with Kestra IS or Kestra AS.

Watermark's Happy Hour is back, featuring mouthwatering cheeseburgers from Aioli Gourmet Burgers Food Truck! Swing by and sample an American classic: a juicy burger, fries, a cold beer and a good time. We'd love to see you here. 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. THIS HAPPY HOUR IS ON THE SECOND WEDNESDAY OF THE MONTH.

Watermark cordially invites clients and their guests to a wine tasting/pairing experience at Wild Vine Uncorked Wine bar. Wild Vine will be showcasing some lovely wines paired with an array of tasty appetizers amidst live music in a cozy, relaxed atmosphere. Kyle will be taking a few minutes to discuss how making a tax-credit donation can benefit your financial situation.

This event is by invitation only. Qualified clients and their referrals are invited to join us for a festive, fun-filled evening featuring cocktails, a beautiful sit-down dinner, live music and dancing. Further details will be included in the mailed invitation. A special hotel room-rate has been extended to clients attending this event!

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 Crazy Stuffed Bread Food Truck. 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

Everyone here 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 The Hidden House Restaurant in Chandler. 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.

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. 

We can't wait to get the party started! We're delighted to resume our monthly happy hour events and catch up with everyone. Our clients and their guests are invited to enjoy delicious chicken and waffles from Waffles For The People Food Truck and a cool and tasty adult libation or two. We always encourage our clients to bring friends, family and workmates who might have need of our services by way of investing, retirement and estate planning - it would be our privilege to help them!