DATA FORMS & WORKSHEETS

CLIENT APPRECIATION EVENT

Once you are part of the EWS Family, we will be sure to invite you to Client Only Client Appreciation Events. They are pretty awesome so stay tuned for more information. We had a fab time out on Lake Michigan for those who can handle the waves; given away cakes and pies during the holidays; held private summer events; even a very well received Wine and Massage event.

Always looking for new ideas too. So if you have ’em, let us know.

COLLEGE TRUNK BRUNCH

Throwing a college trunk party helps your student get all of the things that they need for college.  Your guests should bring items that may be needed by a college student – bedding, an alarm clock, school supplies, posters and other items that can make a dorm room feel more like home.

These gifts should all theoretically fit in a trunk, which would have been the traditional way to transport belongings to college.  Contact us today if you are interesting in having EWS host a college trunk party for your college student.

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Everett Wealth Solutions, Inc. [EWS] is a registered investment advisor. EWS provides fee-only fiduciary financial planning and asset management services.