At Bain Wealth Management Group, we strongly believe in keeping our clients financially well informed. Our client events are generally investment related, often presented by a national speaker with a management firm. We also have casual “fun” events like our summer ice cream social that allows us to meet your friends and grandchildren while enjoying an afternoon of ice cream, games, face painting and balloon animals in the park.
CLIENT EDUCATION DAY
Our large annual Client Education Day event brings together approximately 15 workshops, offering three each hour to choose from, to provide our clients an incredible opportunity to pick and choose topics of interest presented by an array of experts in areas like Social Security, identity theft prevention, health care, taxation, long term care, insurance, estate planning, the general state of the economy and specific investment strategies. Our seminars are made available to Bain Wealth Management Group clients and they are welcome to invite guests at no cost. They are not generally made available to the public.
Come visit with us to find out more about our commitment to financial education for our clients.