Broker Check

Events

Whether it’s keeping up with trends or discussing some other topic, our firm is dedicated to providing sound information to our clients. Along the way, we like to have some fun, too. If any of the events below look interesting, please register or give us a call. We’ll be happy to add you to our guest list.

 

Upcoming Events

June 15, 2023

5:30p - 8:00p

Hammortree Financial Services

Annual Client Appreciation Celebration

As a “Thank You” for your business we’re hosting a Client Appreciation Event! We are so grateful for your support and continued relationships.The event will be Open house style, come when you can. There will be food, drink, & live music. We are providing shred services for you during this Event. Please bring any documents that you need to have shreded. We will have locked containers to collect the materials and AMS Store and Shred will be picking up and destroying all materials professionally. Please RSVP by 6/8/2023.  Click on "Annual Client Appreciation Celebration" for more information!

June 22, 2023

12:00p - 1:00p

Virtual

From Economics & Beyond: An Educational Series - Retirement Income Planning

Click on the title of the event for more information and registration link

Past Events

April 20, 2023

12:00p - 1:00p

Virtual

From Economics & Beyond: An Educational Series - Social Security & Medicare

Click on the title of the event for more information and registration link

February 23, 2023

12:00p - 1:00p

Virtual

From Economics & Beyond: An Educational Series

Click on the title of the event for more information and registration link

September 29, 2022

12:00p - 1:00p

Via Zoom

Mid-Year Economic Forecast Update

With guest speaker Charles Luke, CFA from City National Rochdale Topics Include: Inflation and rates, Uncertainty in the Markets, What will 2023 look like? This seminar is for information purposes only. Guest speakers and their firms are not affiliated with or endorsed by PAS, Guardian, or Hammortree Financial and opinions stated are their own.

Event Registration


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