The team is excited to host you and your guests for this year’s Client Celebration!

It’s an outdoor, kid-friendly environment that gives us an opportunity to say THANK YOU for the trust of being your financial planning team. If you have been before, you know we will have great food, drinks, laughs, and entertainment. 

This year, we'll be bringing a touch of Aloha to Stone Brewing at Liberty Station, so feel free to wear your favorite Hawaiian shirt (or just come casual)!

🌸🥥🍍🏝️🤙!

*Click the register button to RSVP. If you are adding guests to your registration, please type their full name(s) in the Message box.