Watermark events
April Happy Hour Featuring Wing N’ It Food Truck

Watermark Wealth Strategies Chandler Office
Wednesday, April 2nd, 2025
4:30 pm – 6:00 pm
We're excited to host our April happy hour (while it's still cool enough to linger outside at dusk) featuring lip-smackin’ buffalo chicken wings brought to you by Wing N’ It Food Truck! We'll have our usual assortment of refreshing adult libations, live music from The Hive, 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.
Watermark’s Platinum Dining Experience

Quiessence At The Farm
Friday, April 11th, 2025
6:00 pm – 9:00 pm
Watermark is honored to host this exclusive, elegant, and intimate dinner event as a gesture of sincere appreciation for those esteemed clients who have demonstrated exceptional generosity in referring their friends and family throughout the year. This invitation-only evening features a luxurious five-course gourmet dining experience in a refined setting, accompanied by live music. To ensure the utmost convenience, complimentary transportation to and from the event is provided.
Medicare Educational Workshop at Watermark

Watermark Wealth Strategies Chandler Office
Tuesday, September 16th
4:00 pm
This is a one-hour workshop held at our office to educate those who are approaching Medicare eligibility, are already qualified, or currently receiving Medicare benefits and have questions. Medicare expert Justin Bro from Retirement Insurance Specialists will be here to discuss options and will answer the following 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 affect my Social Security? Clients are welcome to bring family, friends and workmates who are also in need of this information. Justin does not offer securities or advisory services and is not affiliated with LPL Financial.
October Happy Hour Featuring Fajita Freaks Food Truck

Watermark Wealth Strategies Chandler Office
Wednesday, October 1st
4:30 pm – 6:00 pm
Watermark's Wednesday Happy Hour is back, featuring tantalizing fare from Fajita Freaks Food Truck! Swing by and sample their signature fajitas, or a tasty taco, or tostada. Enjoy an adult refreshment or two, some great live music from The Hive, and a good time! Our clients are invited to bring along those people in their lives who they feel could benefit from our expertise in investing and retirement services. We're always happy to meet your friends and family!
Annual Chili Cook-Off

Watermark Wealth Strategies Chandler Office
Wednesday, November 5th, 2025
4:30 pm – 6:00 pm
Think your chili recipe is unbeatable? Put it to the test! We invite all our valued clients to join us for our annual Chili Cook-Off. Not a chef? No problem! We need enthusiastic tasters to sample the entries and help crown the winner—prizes included! Bring a friend or colleague (they’re welcome to bring their own chili creation, too), and enjoy an evening of great food, cold beer, and good company. Plus, we’ll have live music from The Hive and the perfect opportunity to connect and share a little about what we do. We look forward to seeing you here!
Client & Referral Appreciation Dinner

Hidden House Restaurant - Chandler
Wednesday, November 14th
6:00 pm – 9:00 pm
Everyone here at Watermark looks forward to this wonderful opportunity to welcome our newest clients and reward those established clients who've helped grow our business by making referrals. We can't wait to celebrate them by extending a formal invitation to a fun and unique culinary experience at The Hidden House Restaurant in Chandler. Our guests will enjoy cocktails, appetizers, and an incredible meal in a lovely atmosphere with live music. This is an invitation-only event.
Watermark's Festive Holiday Party

Sheraton Grand at Wild Horse Pass
Friday, December 5th
6:00 pm – 9:30 pm
This sparkling celebration of the season 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, dancing, and a fabulous time! Further details will be included in the mailed invitation. A special hotel room rate will be extended to clients and their guests invited to this event!