Events
Upcoming Events
More events are on the way! Check back soon for more information.
Past Events
January 12, 2020
4:00p - 9:00p
Montgomery Inn Boathouse
New Year Client Dinner
Let's celebrate the New Year together! Center for Wealth Management Invites you to join us for a client dinner at Montgomery INN Boathouse with a special market update from Nate Carlson with First Trust Portfolios.
February 2, 2019
4:00p - 9:00p
Montgomery INN Boathouse
New Year Client Dinner
Let's celebrate the New Year together! Center for Wealth Management Invites you to join us for a client dinner at Montgomery INN Boathouse with a special market update from Nate Carlson with First Trust Portfolios.
February 2, 2019
4:00p - 9:00p
New Year Client Dinner - Updated!
Let's celebrate the New Year together! Center for Wealth Management Invites you to join us for a client dinner at Montgomery INN Boathouse with a special market update from Nate Carlson with First Trust Portfolios.
December 8, 2018
9:00a - 12:00p
Center for Wealth Management
Breakfast with Santa
Join us for Breakfast with Santa! Bring your children and grandchildren to meet Santa, enjoy breakfast and have a photo taken with the man himself.