08/20/2026
Strong client relationships are at the heart of every successful financial planning practice, and this year’s Client Appreciation Event was a perfect reminder of why those connections matter. Our advisors welcomed nearly 380 attendees, making it one of the largest gatherings in its history. Despite heavy rain for nearly half of the evening, turnout was strong, a testament to the value advisors and clients place on the event and each other.
Attendees also had access to complimentary shredding services. This popular offering gave clients and business owners a convenient and secure way to dispose of confidential documents, helping protect sensitive information and reduce the risk of identity theft and fraud.
By combining meaningful client experiences with practical value-added services, the event reinforced advisors’ commitment to supporting clients both personally and financially.
Find out more about this year's client appreciation event:
Strong client relationships are at the heart of every successful financial planning practice, and this year's Client Appreciation Event was a perfect Strong client relationships are at the heart of every successful financial planning practice, and the 2026 Client Appreciation Event was a perfect rem...