Seminars & Events

Client Seminars & Events

For the past several years, we have held a client seminar in the autumn and various events throughout the year. They are in part educational and part social. Since a lot of our planning talks about a balance in life, we wanted to have balance in our client seminar. While hosting classes regarding tax planning, estate planning wills and so on, we have also hosted an elegant dinner at a beautiful resort that most people liked to spend the night.

 Women enjoying one of our client seminars

Night at the Glass Museum 2006     click for slideshow

Ladies Only Event - October 25, 2007

A fun night was had by all who attended the Ladies Only Event held at Pairings Wine Bar this past October. Italian wines, hors d'oeuvres and even a trivia contest with wonderful prizes were part of the evening. This might become an annual event!