Join us March 4th, 2020 – Client Appreciation Event
May 2020 – Shred Day
June 2020 – Tips on Avoiding Financial Exploitation Seminar
Check out our past events and what people have said! In fact, you won’t believe this amazing letter one of our clients just sent us. Click here to read it!
Greg, My wife and I want to thank you for a wonderful lunch and good companionship with your clients.
Great event! Wonderful concept. Perfect time of day and perfect length of time –Congrats to you and your whole team! Job well done!
Thanks for the fun event.