Designed to further develop connections:

  • In our client-advisor relationships 
  • In understanding financial strategies 
  • In how to plan for your goals 

Clients and guests are welcome to join. Register below for an upcoming event through or call us at 360-714-3378 to reserve your spot. 

Upcoming Events

March 21, 2024

4:00p - 6:00p

Momentum Financial Group

Past Events

February 6, 2024

10:00a - 11:00a

Momentum Financial Group

Medicare Basics

Local health insurance producer gives an overview of Medicare and answers questions.

January 24, 2024

12:00p - 1:00p

Momentum Financial Group

Social Security Seminar

Local Social Security producer gives an overview of Social Security and answers questions.

December 7, 2023

1:00p - 6:00p

Momentum Financial Group

Open House

Join us in celebration of the grand opening of our new Fairhaven office and take a tour. Refreshments provided. All are welcome.

Event Registration