Events
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
More events are on the way! Check back soon for more information.
Past Events
March 19, 2025
10:00a - 11:00a
Momentum Financial Group
Estate Planning Workshop
Learn about the importance of estate planning for you and your family. A local attorney will provide an overview and answer your questions.
February 25, 2025
1:00p - 2:00p
Online Webinar
2025 Market Outlook Webinar
Join us online at a webinar which delivers perspective on what 2025 may bring for markets and the economy.
December 5, 2024
2:00p - 6:00p
Momentum Financial Group
Open House & Donation Drive
Join us at our Fairhaven office for an open house and donation drive. Refreshments provided. All are welcome.
November 14, 2024
4:30p - 5:30p
Momentum Financial Group
Blends & Trends
Join us for an exclusive event, combining delectable wines with valuable financial insights!
October 8, 2024
2:00p - 3:00p
Momentum Financial Group
Estate Planning Workshop
Local attorney gives an overview of Estate Planning, how it's important for you and your family, and answers questions.
October 1, 2024
10:00a - 11:00a
Momentum Financial Group
Medicare Basics
Local health insurance producer gives an overview of Medicare and answers questions.
September 25, 2024
10:30a - 11:30a
Momentum Financial Group
Estate Planning Workshop
Local attorney gives an overview of Estate Planning, how it's important for you and your family, and answers questions.
September 11, 2024
12:00p - 1:00p
Momentum Financial Group
Annuities & Beyond
A balanced portfolio is just the beginning. Discover the power annuities can have for your retirement.
June 11, 2024
5:30p - 6:30p
Webex
Cybersecurity Webinar
Join us online to learn more about Cybersecurity and how to protect yourself.
June 5, 2024
10:00a - 11:00a
Momentum Financial Group
Medicare Basics
Local health insurance producer gives an overview of Medicare and answers questions.
April 24, 2024
12:00p - 1:00p
Momentum Financial Group
Estate Planning Workshop
Local attorney gives an overview of Estate Planning, how it's important for you and your family, and answers questions.
March 21, 2024
4:00p - 6:00p
Momentum Financial Group
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.