Past Client Events
Christmas Tree Elegance
Our Annual Holiday Party at The Historic Davenport Hotel
Bingo Night at The Hive
Thank you to our business partner Sean Mahoney from MFS for sponsoring this event in addition to Alliance Bernstein, Eaton Vance and Delaware Funds by Macquarie for sending some great prizes!
Six Barriers Presentation
"Six Barriers to Investment Success" Presented By Mindy Rice, CIMA® Vice President and Senior Advisor Consultant for Franklin Templeton
The Planetarium at SFCC
Clients joined us under the stars for two special viewings- Black Holes: The Other Side of Infinity and The Secret Lives of Stars.
Christmas Party
Our Annual Holiday Party at The Historic Davenport Hotel
Approach to Investing
"An All Weather Approach To Investing" Presented by Jeff Weber, Regional Manager at Lord Abbett.
Movie Night
A private showing of Top Gun: Maverick at The Garland Theater
Wonderland
A fun evening playing mini golf, zipping around on the go karts, riding the bumper boats and more!
Clay Your Way
Paint Your Own Pottery Night at Polka Dot Pottery
Capital Markets Outlook
Presented by Ryan Garcia, CIMA® Regional Manager-Vice President at Alliance Bernstein
Jill's Retirement & CTE
Food, Dancing and Fun at The Grand Pennington Ballroom in The Historic Davenport Hotel
Paint Night
Channeling our inner Bob Ross at Painting with a Twist!
Shred Event
A Picnic in the Park with document shredding services.
Thrillusionist
A Magical Evening at The McGinnity Room Featuring Special Guest, David Davinci.
Chihuly Exhibit
The Luminous Exhibit at The Northwest Museum of Arts & Culture
Summer Cruise
Tour of Coeur d'Alene Lake on the Mish-an-Nock Boat
Baseball Game
Spokane Indians vs Tri-City Dust Devils
Bingo Night
Food and Fun Downtown Spokane at Nectar.
CTE
Annual Christmas Party at The Davenport Hotel