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EVENTS & WORKSHOPS

Good financial conversations
don't always happen across a desk.

From practical workshops to client gatherings, our events create opportunities to learn, connect, ask questions, and make financial conversations a little more approachable.

Because sometimes the best way to talk about money is simply to start the conversation.

WHAT'S AHEAD

Upcoming Events

We love creating opportunities to bring our clients and community together.
Here's what's coming up next.

Rally and Returns pickleball event
UPCOMING CLIENT EVENT · DATE TO BE ANNOUNCED

Rally & Returns

Pickleball. Conversation. A little friendly competition.

A WealthPlan Partner gathering designed to bring clients together for an afternoon of movement, connection, and fun. Whether you're new to pickleball or ready for a little competition, the goal is simple: enjoy good company and a great time together.

Private client dinner
PRIVATE CLIENT EVENT · NOVEMBER 18

An Evening with WealthPlan Partner

An intimate dinner gathering for a select group of WealthPlan Partner clients.

A special evening to connect, share ideas, and enjoy great company.

BY INVITATION ONLY
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