Loading Events

« All Events

  • This event has passed.

Annual Client Appreciation Event

November 14, 2023 @ 6:00 pm - 8:00 pm

Join us on Tuesday, November 14th, for our annual Client Appreciation Event.


  • Registration Starts at 5:30 PM
  • Opening Remarks
    • Patrick Morrow, ChFC®, Wealth advisor, CEO, SBC Wealth Management
  • Chartwell Luxury Travel
    • Lisa Prosser, VTA Travel Advisor & Consultant
  • Scout Advocacy
    • H. Kennard Bennett, Founder & Director of Fiduciary Services
    • Jane Malkoff, Founder & Director of Client Services
    • Sara McClammer, Founder & Director of Operations
  • Fireside Chat
    • Andrew Fairman, CFA, CFP®, CIO, SBC Wealth Management

We are offering options to attend in person at the Ritz Charles (12156 N Meridian St., Carmel, IN 46032) or online via webinar to accommodate different schedules. Please RSVP to Mary Creazzo before Tuesday, November 7th.

We look forward to seeing you soon!


November 14, 2023
6:00 pm - 8:00 pm
Event Category:


Mary Creazzo
(317) 848-4744
View Organizer Website


Ritz Charles
12156 N Meridian St
Carmel, 46032 United States
+ Google Map