Upcoming Events
Free Shredding Event Coming!
Monday, January, 13, 2025
Protect yourself from identity theft by safely and securely disposing of confidential documents. This FREE shredding event is open to clients and their families. Call our office today for more information.
Past Events
Annual Client Appreciation Dinner
Tuesday, October 22, 2024
Financial Celebrations hosted their Annual Client Appreciation Dinner, October 22, 2024. This year we were honored to present Dr. Quincy Krosby, Chief Global Strategist for LPL Financial as our keynote speaker. If you missed the event, listen to her presentation here!
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.