Coffee & Cocktails with Chris
Over coffee or cocktails, our AUM clients receive quarterly updates on the current state of the market and what they should expect to see in the next quarter.
Food for Thought
Clients and the general public enjoy snacks and refreshments while expanding their financial knowledge during a focused financial presentation from Chris or a guest speaker. Clients receive a free, educational handout on the topic.
Move N’ Groove
Clients are invited to get their groove on twice a month during our complimentary dance classes. Follow along with a hired dance instructor for a fun, low-stress workout.
Sleep Health Talk With Laura Lewis
Our client and friend Laura Lewis visited our office for a presentation on the importance of sleep health, including tips on improving it.
Yoga
Led by a registered instructor, clients enjoy complimentary yoga classes in our education room.
Grand Opening
In February of 2022, we officially moved into our new office in Canfield. In addition to a great workspace, the new office came with an educational room we use to host various events for clients and the community.
Lake Club Dinner Seminars
Open to the public, registrants are treated to dinner and Chris’ retirement strategy presentation at the Lake Club.
Ready to Take The Next Step?
For more information about any of the products and services listed here, schedule a meeting today or register to attend a seminar.
