Annual Fall Family Fun Day
Our annual pumpkin patch event is the most loved by our clients and the FIT team. We invite clients to bring their family and friends for a day filled with games, great food, and good company. Each person in attendance gets to bring home a pumpkin, enjoy the hay rides and corn mazes, play yard games, and get a family photo taken.
Annual Economic Summit
At the beginning of each year, we host an economic summit to recap the prior year with our clients and discuss what to expect in the year ahead. We have a guest speaker come to talk about the economic environment or something relevant to that time such as cyber security. It’s a great way for our clients to stay informed about any challenges that might affect their portfolios.
We believe it is our job to provide our clients with the tools and resources necessary to make better informed decisions. For this reason, we host a variety of educational seminars to discuss topics that are important to understand at various stages of the life cycle. Many of these events are open to the public as well.
We believe it is our job to remain socially responsible and give back where we can. Throughout the year our team volunteers for various causes, helps to clean up our community, donates to organizations we feel passionate about, and provides scholarship opportunities to local colleges.