Client Events
JUNE CLIENT HAPPY HOUR - Latham Office
THURSDAY NIGHT CLIENT SOCIAL
Join us at our Latham office for food, drinks, and quality conversation at our monthly "Client Happy Hour" evening gathering!
5-7 PM | RSVP TODAY!
MID-YEAR MARKET UPDATE
ONLINE SEMINAR
Join us online for an informative session outlining the market status and progress through the first six months of 2026.
JULY 14TH | RSVP COMING SOON
2ND ANNUAL CLIENT FUN DAY& CAR SHOW
CLIENT APPRECIATION EVENT
Join us at Cook Park once again for our 2nd annual Client Fun Day! This year we've got games, food, music, and a few new surprises in store, along with a fresh luau theme to tie the afternoon together!
3:30-7 PM | RSVP TODAY!
AUGUST IRON TREE WILD EVENT
IRON TREE WILD
Join us in August for the latest in our "Iron Tree WILD" series, as we take to the great outdoors for our next adventure.
9 AM | RSVP + ADDITIONAL INFO COMING SOON.
AUGUST CLIENT HAPPY HOUR
THURSDAY NIGHT CLIENT SOCIAL
Join us at our Latham office for food, drinks, and quality conversation at our monthly "Client Happy Hour" evening gathering!
5-7 PM | RSVP COMING SOON.
SEPTEMBER CLIENT HAPPY HOUR
THURSDAY NIGHT CLIENT SOCIAL
Join us at our Latham office for food, drinks, and quality conversation at our monthly "Client Happy Hour" evening gathering!
5-7 PM | RSVP COMING SOON.
SEPTEMBER CHARITY EVENT
COMMUNITY OUTREACH
Join us in September as we partner with our friends at Cetera Investors in extending a hand to our community!
RSVP COMING SOON.