Announcements

2019 Events for the year
 

 

 

 

 

 

March 7: Surviving Market Swings with David Griswold

Our first information session of the year is entitled Surviving Market Swings. Come enjoy drinks and hors d'oeuvres as Vantage Point Financial founder David Griswold discusses the recent market volatility and the steps you can take to build a strong portfolio.

The event will be held on Thursday, March 7, from 6:00 to 8:30 pm. The location is TBD.

If you are interested in attending, please register with Olivia (oeveslage@vantagepointfinancial.com) or Ashley (ashley@vantagepointfinancial.com) by Thursday, February 28.

 

 

April 4: Wine Tasting Client Social with Scout and Cellar

Join David, Ashley, and Olivia for a night of conversation and fun at the third annual Wine Tasting Client Social. Mingle with other Vantage Point Financial clients over wine provided by Scout & Cellar, a company that focuses on selling clean-crafted wine. 

The event will be held on Thursday, April 4, from 6:00 to 7:00 pm at the VPF office.

Please register with Olivia (oeveslage@vantagepointfinancial.com) or Ashley (ashley@vantagepointfinancial.com) by Thursday, March 28, if you wish to attend.

 

 

September 12: Retire Ready with Joan Youngwirth

Our second information session of the year is entitled Retire Ready. Joan Youngwirth, managing principal at Commonwealth Financial Network®, will discuss tips and tricks you can utilize to ensure that you are ready for retirement.

It will be held on Thursday, September 12, from 6:00 to 8:00 pm. The location is TBD. 

More details about the presentation will be made available closer to the time of the event.

Please register with Olivia (oeveslage@vantagepointfinancial.com) or Ashley (ashley@vantagepointfinancial.com) by Thursday, September 5, if you wish to attend.

 

 

October 10: Beer Tasting Client Social

Join David, Ashley, and Olivia for the third annual Beer Tasting Client Social. Mingle with other Vantage Point Financial clients over beer flights and appetizers.

The social will be held on Thursday, October 10, from 6:00 to 7:00 pm. The location is TBD.

Please register with Olivia (oeveslage@vantagepointfinancial.com) or Ashley (ashley@vantagepointfinancial.com) by Thursday, October 3, if you wish to attend.