Pathfinder offers an array of events throughout the year for both existing and potential clients. Each event is an opportunity to educate, appreciate, and learn more about the team. Events include lunch and learns, seminars, workshops, social events, and more!

Our events are created for and focused on your specific phase in life.

Annual Client Appreciation Event:

Our annual client appreciation event is in part our way of saying “thank you” to our clients as we embark on another year together.

Annual Outlook:

A breakfast and presentation on the current state of the economy, what has taken place in the capital markets for the last year, and forecasts for the coming year.

Mid-Year Outlook:

A mid-year look at the state of economy, how the forecast is shaping up since the beginning of the year, and projections for the remainder of year.

Lunch and Learns:

The main purpose of lunch and learn presentations is to provide financial literacy in an array of areas, such as health care, trusts, assets, estate planning, and much more! These opportunities are held throughout the year as an extension of teaching our clients a variety of topics in the financial realm.

Navigating the Path to Retirement Presentation:

This presentation is designed to motivate and educate you on why and how to plan for retirement. It will help you separate assumptions and myths from the realities of life after your last paycheck. You will discover the benefits of goal-based planning and how to avoid and mitigate the risks every retiree faces.

Taxes & Politics:

Presentation on learning the latest on Capitol Hill and how it will affect us throughout the year. This includes an update on pertinent information for tax season and strategies to help guide you forward.

Online Education Workshop:

We offer workshops to our clients that provide an introductory education on how to gain online access, using the tools we have available for your financial needs.

Specific Client Appreciation Events:

Several client appreciation events are held throughout the year depending on common interests and events going on around the community that we as a team are involved with and support.