Importance of Planning Client Event
Spring 2025 | Ruth's Chris Steakhouse, Metairie, LA
We recently hosted a group of clients for our "Importance of Planning" event at Ruth's Chris Steakhouse in Metairie. The evening was full of information and fellowship. Clients got an inside look at our process with AssetMark and how we build income plans with Clark Capital.
The night ended with our keynote speaker, WGNO meteorologist Hank Allen. He gave us a preview of hurricane season, explained how he develops a forecast, and shared ways to better prepare for weather events. We enjoyed visiting with everyone, and we want to thank Todd Marsell of AssetMark, Inc. and Jeff Daigneault of Clark Capital for their continued support.
Wine Tasting Event for Young Investors
July 2025
Charlotte recently hosted an intimate wine tasting with some wonderful clients and friends. It was an evening of meaningful conversations and memorable connections, and we're grateful to everyone who joined. Here's to making informed financial decisions and enjoying the journey along the way.
It was a wonderful night with our clients at our Estate Planning and Wine Tasting Event at Martin Wine Cellar ! Thank you to our guest speaker, Michele Echols Gabel of Blue Williams, LLC for informing us on steps we need to take to be prepared for the future.
We enjoyed seeing everyone at our Networking Event at the Covington Beer Garden last night! It was a great night full of information about Retirement, Saving for College, The Economy and Prioritizing Your Finances.
