As an extension of our partnership with Schwab, we offer in-house event planning expertise for seminars, webinars or appreciation and educational events for your clients.
Our high-impact events leverage our Roundtable™ Specialists to provide engaging perspectives on important financial planning topics.

Client events offer the perfect opportunity to enhance relationships, and they can even lead to referrals and growth.
Here’s a case study that highlights the value of client events.

GUIDANCE FOR FEDERAL EMPLOYEES
Our team can help to provide guidance and actionable tips for federal employees impacted by the Trump Administration’s plans to shrink the federal workforce. We’ve put together a seminar to help federal employees understand their options and identify next steps. Here is a sneak preview featuring Senior Vice President, Financial Advisor Brian Kuhn, who specializes in working with federal employees.  

Please reach out to our team if you’re interested in offering this presentation to your clients.  

This presentation menu lists topics we can present at a client event.
Here are unique event ideas if you want to consider something other than a meal and presentation for your clients.