Past Events

Roadmap to Medicare

Covenant Wealth Strategies partnered with HTA Financial and Brenda Rich to provide this educational presentation on Medicare.

COVID-19 and Market Update

In our recent webinar event, Ryan Detrick, VP and Senior Market Strategist at LPL Research reminds us that the stock market leads the economy.

20th Anniversary and Christmas Open House

Thank you so much for celebrating the 20th anniversary of Covenant Wealth Strategies with us.We enjoyed a fun time of reminiscing and looking forward to the years ahead!

Guide to Retirement

Thank you to our guest special guest Sharon Carson, JP Morgan for joining our event. We discussed the path to retirement and key strategies on the way.

Road Map to Medicare

Thank you to our guest special guest Nicole Kennedy, HTA for joining our event. We discussed what you should be doing as a retiree or soon to be retiree.

Ice Cream Social - July 2019

We enjoyed another beautiful evening with our team and our clients at Woodside Creamery! With plenty of ice cream cones to go around, our ice cream social continues to be a crowd favorite!

Aging and What to Expect Symposium

Thank you to our panelist and guests for joining our event. Our featured panelist introduced important topics related to the aging process including: lifestyle planning, housing and long-term care options, caring for an aging loved-one, financial decisions to understand, planning for a lasting legacy and keeping a healthy mindset.

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March Madness - March 2019

It was a wonderful evening full of basketball, competition and great food! Stay tuned for our other social events coming up!

Health and Wealth Event

Our featured panel of speakers educated our guests on nutrition, fitness and overall wellness to help them kick-start their new year's resolutions.

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Food Drive - 2018

Thank you to our friends for stopping by our office to participate in our food drive! We were able to feed many families in need and brighten their Christmas!

Open House & Charitable Giving Strategies Event - December 2018

Friends joined us on our 19th anniversary for a festive evening to celebrate the season. In light of the season and new tax law, Ward shared our Year-End Charitable Giving Strategies.

Stone Barn Speaker Series - 2018

Our team was delighted to welcome Mr. Talley Léger, Equity Strategist with Oppenheimer Funds to our November Stone Barn Speaker Series. He educated our audience and presented on "Answers to 11 Pressing Questions From Investors."

Good Neighbors Work Day - October 2018

Our entire team volunteered a day to roll up their sleeves with Good Neighbors to repair a home in need, power wash and paint. Good Neighbors Home Repair supports elderly and low-income homeowners who have exhausted all options to restore hope and repair homes.

Medicare Lunch & Learn - September 2018

The folks from HTA Financial joined us on for our Medicare Lunch & Learn and shared important information about Medicare