Financial planning is difficult work, so we do everything we can to make the process more pleasant. One of our favorite traditions is our annual client luncheon. This is our chance to celebrate your successes, provide more information and to show our appreciation for being a part of your financial advisory team.

Join us as we enjoy a delicious meal together while discussing the issues that matter to you most with a distinguished guest speaker. Some of our luncheon events have been dedicated to retirement planning, while others are more focused on those whose wealth is currently emerging. No matter where you are in your financial journey, we can help you strategize to address your short-term and long-term goals.

We often have between 300 and 400 clients in attendance, and we consider this an important opportunity to get to know you and your family on a personal level. We hope that you will be on the list for our next event, and we encourage you to include your friends and colleagues in the invitation.

Reserve your place by visiting our events calendar page.