As part of WealthCare365™, we host exclusive client events throughout the year that combine education, connection, and a little fun. Each event complements our quarterly WealthCare365™ focus and provides an opportunity to learn more about topics that may impact your financial and retirement journey.
From educational workshops and interactive activities to client lunches and special gatherings, our events are another way we stay connected with the families we serve.
Join us for a fun and educational Bingo & Bites event, centered around this quarter's WealthCare365™ fall focus. Enjoy a complimentary lunch, play a few rounds of bingo, and pick up helpful retirement planning insights along the way. Bring a guest to join the fun!
Lunch is on us, so we ask clients to reserve a spot ahead of time. Guests are welcome—just include them when you RSVP.
