At Eley-Graham Financial Advisory Services, we regularly hold client appreciation events, client advocate events, and educational events.
We do not hold public seminars. Our events are for Eley-Graham clients only. However, we do extend the opportunity for clients to bring guests to our educational events, should they wish. We are also available to do private, educational events for clubs, businesses, and charitable organizations.
CLIENT APPRECIATION EVENTS
Holiday Movie: Every year, we rent a movie theater to treat clients, their children and grandchildren to a family-friendly, first-run film, pre-show entertainment and concession treats.
Shred Fest: This is another annual event. We hire the finest document shredding service and invite clients and their guests to come and shred their documents, enjoy a continental breakfast, and family fun.
Client Specific Events: These are smaller and exclusive private parties, outings, special presentations, or sporting events that vary from year to year.
CLIENT ADVOCATE EVENT: The Party of the Year! We throw an over-the-top bash to thank those who have helped Eley-Graham grow. Events have included a Rock and R&B Tribute, Murder Mystery Dinners, a Sock Hop, Casino Night, Barn Dance, An Evening of Comedy, and more.
EDUCATIONAL EVENTS – Some past events: Downsizing, Decluttering, and Important Paperwork Basics; Alzheimer’s—Know the 10 Signs; Picture Your Prosperity with New York Times best-selling author Ellen Rogin; Communicating Across the Generations; Economic Updates; Town Hall Forums; Everything You’ve Always Wanted to Know about Financial Planning (But Were Afraid to Ask); Year-End Tax Planning; Women and Investing; Identity Theft; Fraud; Social Security; Tax Updates; Roth IRA; Fiscal Cliff; How Emotions Can Affect Your Investment Strategy, and more.