Client Events

Vantage Point Financial Hosts “Mindful Retirement” Workshop

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October 12, 2019

On Saturday, October 12th, Vantage Point Financial hosted a “Mindful Retirement” workshop at The Harvard Club for their clients. Facilitator Joni Youngwirth, an industry leader and managing partner at broker/dealer Commonwealth Financial Network, talked about the most important components of a successful retirement beyond finances. Attendees were challenged to conduct a personal assessment of retirement readiness and started to lay a foundation for a successful retirement action plan.

Vantage Point Financial looks forward to hosting this event again in the future and preparing their next group of clients for a successful retirement as they make this life transition.

 

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Celebrating Ashley's 40 Under 40 Recognition

July 18, 2019

Vantage Point Financial hosted a reception at Union Street Restaurant and Bar to celebrate Ashley's recognition of a "Top 40 Under 40 Advisors"* in the U.S. by InvestmentNews Magazine. We had a great time with Ashley, her family, and our family of clients. Congratulations to Ashley and thank you to everyone who came out to join us!