Check Out Our Workshops and Client Appreciation Events

Posted by Jim Harvey on Jan 7, 2014

In 2011. 2012 and 2013, Opus 111 Group hosted a series of Educational Workshops and Client Appreciation events for our clients, friends and professional colleagues. This is our way of fulfilling a serious goal of ours–to help our clients become more informed about issues that affect their lives, not just their investment portfolios, retirement and wealth management plans. So, join us in 2014 for our Educational Workshops and Client Appreciation Events!

Our Educational Workshops topics have included:

Timberland: A Sustainable Real Asset (June 2011, Hales Brewpub, Seattle)
Fiscal Cliff Planning (July 2012: Ray’s Boathouse, Seattle) (September 2012, CI Shenanigans, Spokane)
Social Security: Framing Your Decision on When and How to Take it (October 2012: Hale’s Brewpub, Seattle) (May 2013: Clickerdaggers, Spokane)
Protecting Yourself Against Identity Theft (October 2013: Mountaineers, Seattle)

We believe that educating our clients on relevant subjects which affect their lives rather than simply their investments is a critical way to add value to their relationship with our firm. We also encourage our clients to bring a friend to these events if they think it would add value to them as well.

Our Client Appreciation Events have included:

Year-End Celebrations (Salty’s 2011, 2012, 2013)
Wine Tasting at DeLille Cellar (October 2013)

These events are quite simply a thank you to our clients for the loyalty and trust they demonstrate by choosing to work with us. Here are some pictures from recent events!