Events Resources
Client Appreciation DayAn annual invitation-only event sponsored by Bates Financial Advisors, Inc. every spring and is open to all clients and their guests. This complimentary event offers clients the opportunity to attend informational seminars of their choice from a slate of pertinent, financially-related topics. Seminars are presented by speakers from various organizations/companies with expertise in their subject. A luncheon, complete with doorprizes, follows the seminars.
See pictures from our 2014 event!Client Christmas PartyA new annual invitation-only event sponsored by Bates Financial Advisors, Inc. that is open to all clients and thier guests. This complimentary event allows clients to interact with us in an informal setting while enjoying holiday themed music and treats.
See pictures from our 2014 event!Financial Planning SeminarsVarious representatives of Bates Financial Advisers, Inc. present information based on specific topics in a conference-like setting. Seminar attendees are encouraged to ask questions of the presenters. Seminars are open to the public.
Bates BriefingsOur quarterly newsletter, Bates Briefings, contains articles written by various staff members and addresses a variety of topics. Our founder, George E. Bates, relays his views and opinions on the front page of each newsletter in a column entitled “From George’s Desk”.
FYIOur newest newsletter, FYI, contains articles written by various staff members with a focus more on how it is we can help our clients. While initially geared towards younger clients and our clients' beneficiaries, many of our current clients have found the information so beneficial that they requested copies for themselves!
