Whether it’s keeping up with market trends or exploring new budgeting tools, our firm is dedicated to providing sound information to people who are concerned about their personal finances. But, along the way we like to have some fun, too. The yearly events listed below give us the chance to bring together our extended community and our cherished clients.
Stone Barn Speaker Series
Twice a year, Covenant Wealth Strategies invites expert speakers to expound on timely topics concerning your financial well-being. Hosted in the evening, these educational events offer enriching presentations, such as overviews of the market, social security, identity theft, and college planning.
Several times throughout the year, we offer day or evening lectures or social events on a variety of topics, including Medicare planning, jewelry appraisal, technology, and the Covenant Wealth Portal.
Spring Shred Day
Privacy protection is extremely important to us. Each spring we hold a complementary Shred Day at our office. During this event, a professional shredding company is on site to destroy any of your documents that contain sensitive information.
Educational Series for Accountants
Continuing education is a necessity for many professions. Held annually, this seminar regarding investment instruments and tax issues related to retirement and financial planning welcomes accountants from the surrounding area.
Holiday Cooking Event
The holidays are the perfect time to gather those you care about most. As you plan your festivities, let us take some of the stress off your plate by helping you prepare the menu. Join us in November for recipes and cooking lessons that are guaranteed to please your guests.