As the calendar turns to a new year, it’s always a good time to reflect on the previous year and begin to plan for the year ahead.
In 2019, we enjoyed the opportunity to spend time outside the office with many of you. In September, we held our annual American Funds Shareholder meeting at the William Penn Inn. We once again hosted this event with our associates from Financial Strategies Advisory in Montgomeryville with over 80 clients in attendance. Then in October, we gathered at Bird-in-Hand Restaurant and Stage in Lancaster for our annual client event. This was a great time of fellowship and reconnecting with old friends while also meeting some new ones. In order to wrap the year up in celebration, we opened our doors and once again hosted an open house to start off the Christmas season. This low-key event is a great time to slow down and enjoy catching up over finger foods before the busyness of the season really kicks in.
– On Monday, September 14th, we will be having our annual American Funds Shareholder Meeting. For the third year in a row, we will be enjoying a meal at the William Penn Inn. For those keeping track, this will be our tenth year hosting this event!
– If you were able to join us at Bird-in-Hand this year, then you already know that we will be back there again this year. On Saturday, October 31st, we will gather for lunch and then take in their production of The Christmas Tree Ship. We hope you will save the date and kick off the holiday season a little early with us as we host our tenth annual client event.
Although our events do not take place until the second half of the year, we look forward to seeing many of you for your annual review after your taxes are complete. This can be a busy time of year at the office, so please reach out when you are ready to set up your review.
As always, one of our greatest blessings is getting to know each of you better through our client and friends’ events. These events and our website are great ways to introduce your friends and family to MFB Wealth Management. We would be honored to serve them in the same way we serve you.
Don’t Keep Us a Secret!!