Our Events

We have many exciting events planned throughout the year.  We teach classes at Chandler Gilbert Community College here in the Sun Lakes location.  We have client Birthday Parties where our clients having a birthday in the time frame can bring friends to help celebrate the beginning of a great new year.  We host Client Symposiums in the Spring and again in the Fall and charity events such as our annual Shred Party in April help save the environment.  Our Annual Client Holiday Party held in early December each year is a BLAST to attend!  Just ask anyone who has attended one in the past years.  We have quarterly Lunch and Learn events where a small group gets the opportunity to speak directly to an investment provider and ask questions.   Educational dinner events at high line restaurants across the Valley of the Sun and so much more currently being planned.