Senior Living Considerations We hosted a Lunch & Learn presentation for our clients on Senior Living Considerations. Our speaker provided an overview of Medicare and Medicaid, senior communities, assisted living, and long term care. |
Baseball Game Picnic Clients joined us for a fun afternoon picnic at the new stadium as we welcomed the Hagerstown Flying Boxcars baseball team to the community |
Take Flight Guest speaker Tom Riford presented an overview of Hagerstown's rich aviation history during our Take Flight Lunch & Learn at the Hagerstown Aviation Museum. |
Needlework Show Clients spent the day with us at the historic Woodlawn & Pope-Leighey House in Alexandria, VA for the annual Needlework Show. |
Railroad History of Williamsport We delved into our local history by taking a look back at how the intersection of the C&O Canal and the railroad impacted the town of Williamsport. |
Summer Barn Picnic Clients and their families enjoyed a fun afternoon picnic with live bluegrass music and great food from several local food trucks at the home of financial advisor John Hershey. |
Spring Fling Floral Event Following a delicious luncheon, Roostervane Gardens guided our clients in making their own beautiful spring inspired floral centerpieces. |
Shred Event Each year we provide a shredding truck for clients and the public to securely dispose of any unwanted papers. |
Big Game Pizza Event Clients enjoyed complimentary pizzas from several local pizzerias to savor for their Big Game viewing parties. |
Community Concert & Cocktail Party Clients enjoyed an evening of live music and hors d'oeuvres during the Community Concert Series at the Maryland Theatre. |
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. |
Hometown Tour Presentation Clients learned about popular tourist attractions in Washington County, including the five national parks within our area. |
Cultural Trail Walking Tour Clients joined us for a leisurely stroll through the Hagerstown Cultural Trail while learning about the intriguing art installations along the way. |
Round Table Discussion Our team of advisors held an open discussion with clients, answering their questions about the economy, stock market, and best practices for staying the course. |
Women, Wine and Wall Street One of our most popular events treats clients to a relaxed evening of good food, flowing wine and lively conversation! A portion of the evening includes expert professional updates on current market trends. |
Gettysburg Guided Tour We took a bus trip to Gettysburg Battlefield where clients enjoyed a guided tour and a fun-filled day of sightseeing. |