We really enjoy hosting unique social events, allowing us to ‘loosen the tie’ and break bread with our clients and friends. Over the years we have celebrated our relationships in many different ways, with a few of our favorites including:

Past Events

Healthier U!

What is financial security worth if you don’t have your health? Live Longer. Live Better. Live Healthier.

Equanimity Wealth Management, Conquest Fitness, Dart Bank, and Simplified Tax & Accounting share an interest in always looking for unique ways to add value to their clients and community. This was on full display when we hosted On Target Living’s Matt Johnson who shared invaluable information for a healthier you.

Michigan Premier Fly Fishing Movie: Providence

An event that raised awareness about our friends at Anglers of the Au Sable.

Annual Open House at the Michigan Historical Museum

An evening of Michigan History and treasure hunts!

Puzzles & Pie at the Turner Dodge House

An evening of jigsaw puzzles and pie at a historic home in Lansing.

Annual Open House at Abrams Planetarium, MSU

Refreshments and a unique constellation and star show.

Annual Open House at REO Olds Museum

A night of live music, drinks, appetizers, caricatures, and special guest speakers.

Michigan Princess Riverboat Cruise

Dinner was enjoyed afloat with live music and a photo booth.

College Planning 101 Seminar at Eagle Eye Banquet Center

Great tips on how to plan ahead and get the most bang for your buck.

Golf Outing at Little Hawk Putting Course

Dinner, an ice cream sundae bar, a photo booth, and the best round putt-putt golf around.