March 7: Surviving Market Swings with David Griswold
Our first information session of the year is entitled Surviving Market Swings. Come enjoy drinks and hors d'oeuvres as Vantage Point Financial founder David Griswold discusses the recent market volatility and the steps you can take to build a strong portfolio.
The event will be held on Thursday, March 7, 6-8 pm. The location is TBD.
September 12: Retire Ready with Joan Youngwirth
Our second information session of the year is entitled Retire Ready. Joan Youngwirth, Managing Principal at Commonwealth Financial Network, will discuss tips and tricks you can utilize to ensure you are ready for retirement.
It will be held on Thursday, September 12 from 6-8 PM, location TBD.
More details about the presentation will become available closer to the time of the event.
April 11: Wine Tasting Client Social with Scout and Cellar
Join David, Ashley, and Olivia for a night of conversation and fun at the third annual Wine Tasting Client Social. Mingle with other Vantage Point Financial clients over wine provided by Scout and Cellar, a company that focuses on selling clean-crafted wine.
The event will be held at 6-7 pm at the VPF office.
October 10: Beer Tasting Client Social
Join David, Ashley, and Olivia for the third annual Beer Tasting Client Social. Mingle with other Vantage Point Financial clients over beer flights and appetizers.
The social will be held on Thursday, October 10, at 6-7 pm, location TBD.