Previous events

We strive to provide a number of fun and educational events for our clients throughout the year. Below is a selection of previous offerings. Visit our Upcoming Events page to view what's next on the schedule and to RSVP for any that catch your interest. We hope to see you at our next event!

Shred Event

Each year we provide a shredding truck for clients and the public to securely dispose of any unwanted papers.

Christmas Gift Wrap

Our branch "adopts" a group of local children and purchases items from their wish lists. Clients join us for a festive evening to wrap the presents. 


Thanksgiving Pie Event

We greeted clients at Safron Bakery and handed out complimentary freshly-baked Thanksgiving pies to enjoy at their holiday family gatherings. 

BIG Client Appreciation Party

Over 200 clients joined us for an afternoon of wine, barbecue, and live music set on the picturesque knoll that is Big Cork Vineyards.


Other past events the Hagerstown branch has hosted for our clients include:

•    Market Update and Economic Outlook
•    Investment Update with Marshfield Associates
•    Creating and Maintaining Wealth through Dividends
•    Social Security and Medicare
•    An Introduction to Responsible Investing