Client Luncheon2020-07-02T11:26:27-07:00

Client Luncheons

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.


Our goal is to share our expertise with you and our events are open to everyone. Join one of our events to learn more about us and how we serve our clients.

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An opportunity to learn more about our process, which is our specialized method of building customized strategies.

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Since 1980, our advisors have worked closely with clients to discuss and learn their various goals and needs.

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Join us as we enjoy a delicious meal together while discussing the issues that matter to you with a distinguished guest speaker.

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Explore our upcoming events so you don’t miss out on valuable resources and opportunities.

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Request An Appointment

At Pence Wealth, we believe that good financial decisions don’t have to be confusing.

If you have any questions or want to schedule a complimentary meeting to discuss your specific questions, please do not hesitate to contact us.


Providing resources which cover topics from financial planning to investment clarity.


Our events create an opportunity for you to get to know us and our process. If you have some challenges, please join one of our events to get your questions answered. If you’re interested, please subscribe and we’ll keep you updated on our upcoming scheduled events.