TAILORED EVENT SUPPORT FOR FINANCIAL PROFESSIONALS

 We specialize in client-facing events like appreciation dinners, market updates, educational workshops, prospecting events, and milestone celebrations. Whether it’s a small gathering or a curated experience, we’ve got you covered.

 Absolutely. Our model is built specifically for advisors who host 2–4 events annually and want those moments to count. You don’t need volume — just a desire to create a strong client experience.

 Depending on the package, we handle everything from venue and vendor coordination to AV, catering, décor, registration, and day-of execution. We also provide post-event tools like thank-you email templates and feedback surveys.

 Yes — our Professional tier includes on-site coordination, ensuring the event runs smoothly from setup to closing. Travel and Expenses are not part of that fee.