Coffee Shop and Dinner Events
Several nights throughout the year, we invite out clients and their guests to educational events at a local coffee shop or restaurant. During these events, one of our advisors or a guest speaker will teach on topics like tax planning changes, market conditions, how state laws are passed, or identity theft.
Client Advocate Program
Throughout the year, our clients can refer their friends and family to our office and qualify for an invitation to our exclusive, annual appreciation event. This event is family friendly and is a way to say thank you for being an advocate of our office. Previous year CAP events have included a day at the Fort Wayne Children's Zoo, a Fort Wayne Tin Caps baseball game, and a night of magic with a local magician and comedian.
Christmas Open House
At the beginning of December, our team members decorate the office for the Christmas season, sometimes making a competition of the process. Our clients are all invited to visit the office with their families to play a few games, take part in a scavenger hunt, and leave with a Christmas gift for the family. We also take the opportunity to support a local charity with donations.
Shred Event
During the summer, we hire a document shredding service to park a truck in our office parking lot. Our clients bring their legal documents for free shredding. But since shredding documents is not entertaining enough, we also hire an ice cream truck to serve free ice cream and snow cones. Our clients enjoy bringing their kids and grandkids to this event.