Upcoming Events
Annual Client Appreciation Dinner
Tuesday, October 22, 2024
Financial Celebrations is hosting their Annual Client Appreciation Dinner, October 22, 2024. This year we are honored to present Dr. Quincy Krosby, Chief Global Strategist for LPL Financial as our keynote speaker. You won’t want to miss this event!
Past Events
Wine & Beer Mixer
Tuesday, August 27, 2024
Financial Celebrations’ clients enjoyed delicious pizza, cold beer, good wine and great company at our mixer! It was a terrific opportunity to connect in a casual atmosphere.
Client Advisory Board Meeting
Tuesday, March 12, 2024
Financial Celebrations’ clients volunteered their time to discuss ways to improve our service. Topics ranged from client education on investment funds to digital communications.
Annual Client Appreciation Dinner
Tuesday, October 10, 2023
Financial Celebrations hosted their Annual Client Appreciation Dinner, October 10, 2023. Guests enjoyed dinner catered by Backdoor Bistro at the historic Vacaville Opera House. Special guest speakers from Nuveen, Franklin Templeton and Fidelity Investments shared economic updates on state, national and international levels.
Financial Celebrations and LPL Financial are not affiliated with any other referenced entity.