Events
Upcoming Events
September 12, 2026
6:00p - 10:00p
Online Event
October 3, 2026
4:00p - 7:00p
Trinity Vineyards
Pour & Plan: A Night of Wine and Friendship
Join us for an enchanting evening of wine, conversation, and camaraderie at "Pour & Plan: A Night of Wine and Friendship." This event is designed to bring together friends and financial advisors in a relaxed and enjoyable setting. Savor a curated selection of fine wines while engaging in meaningful discussions about financial planning and wealth management.
Past Events
April 30, 2026
8:00a - 4:00p
Office Parking Lot
Shred Day
Protect your personal information and declutter your home or office by joining us for Secure Shred Day! This event provides a safe and efficient way to dispose of sensitive documents, ensuring your privacy and contributing to environmental sustainability. Bring your old bank statements, tax documents, and any other papers containing personal information, and we'll shred them securely on-site.
March 31, 2026
8:00a - 4:00p
ABC Financial Office
Eco-Friendly Electronics Disposal Day: Spring Cleanout 2026
Join us on March 31, 2026, from 8:00 AM to 4:00 PM in our office parking lot for the Eco-Friendly Electronics Disposal Day! This event is your chance to declutter your home or office by safely recycling old and unused electronics. By participating, you'll contribute to environmental sustainability and ensure that hazardous materials are kept out of landfills. Bring your computers, mobile phones, small household electronics, and more, and let us handle the rest. Enjoy the peace of mind that comes with knowing your devices will be recycled responsibly, with data security as a top priority. Open to all community members, this event is a great way to make a positive impact while connecting with neighbors and colleagues. We hope to see you there!