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!
September 7, 2022
4:30p - 6:00p
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.
October 12, 2022
4:30p - 6:00p
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.
November 2, 2022
4:30p - 6:00p
