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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.
Agenda:
- 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!