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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.

 

Client Education Day 2017

October 2017 will mark our eighth annual Client Education Day! Our objective for the day is to provide you, our valued clients, and your guest(s) with opportunities to learn and apply relevant information that could potentially benefit your financial situation. Contact our office for more information on this exciting event.

We are bringing together several speakers to address a wide variety of topics. There is no cost to you or your guest(s). There will be approximately 15 workshops offered throughout the day. Our clients and guests have the opportunity to pick and choose topics of interest presented by an array of experts in areas like Social Security, identify theft protection, health care, long term care, estate planning, economic outlook, required minimum distributions, demensia, protecting your home, beneficiary designations and legacy, investing in real estate, tactical investment strategies, risk weighted investing and other specific investment strategies. Please contact our office to register for this event or to request a brochure describing the event. PLEASE NOTE: During the first four sessions, there are three classes to choose from during each session. When you call to register, please indicate which sessions each individual would like to attend during each period.

Client Education Day

Date TBD in October 2017

8:30 am - 4:15 pm