Client Events, Seminars & Celebrations
Whether it’s summertime on our deck or speaking in a classroom, we enjoy making memories with clients, guests and beyond. Thank you to everyone who takes part in these memories.
Throughout our 25-year journey at Taylor Financial Group, we’ve had the privilege of building lasting connections with a diverse and dynamic group of clients. Our commitment to crafting tailored financial solutions has led to memorable past client events that have truly set us apart. We’ve celebrated alongside our clients as they achieved significant financial milestones, be it retirement planning, navigating intricate tax scenarios, or optimizing their investment portfolios. Beyond our financial expertise, we’ve cherished the moments of camaraderie and shared joy at events like cooking demonstrations, wine tastings, golf lessons, and harvest gatherings. These gatherings have not only allowed us to share valuable insights but have also created a sense of community and genuine fun times together. These past client events underscore our unwavering dedication to helping our clients achieve financial security and live their best days, all while fostering meaningful connections and creating cherished memories together.
Photo Gallery & Client Events
Taylor Financial Group’s Annual Holiday Dinner at Capital Grille!
The Taylor Financial Group team enjoyed their holiday dinner at The Capital Grille, where they savored delicious food and were joined by some clients.
Annual Ladies Holiday Luncheon
Thank you to all the wonderful ladies who attended our annual Ladies’ Holiday Luncheon! A special shoutout to everyone who generously donated toys for the Toys for Tots drive. We all had a fantastic time with Top Chef Angie and thoroughly enjoyed making gingerbread houses. Your enthusiasm and generosity made this event truly memorable!
Women’s Fall Harvest Festival
The Women’s Fall Harvest event was a tremendous success, sparking abundant laughter, engaging conversations, and the creation of many cherished, happy memories.
Celebrating Women’s History Month
I am proud to have founded a wealth management company 25 years ago that serves women and supports them on their journeys.
6th Annual Galantine’s Day Event
6th Annual Galantine’s Day Event
The ladies’ Galantine’s Chat and Dinner was a huge success! Everyone had such a great time!
Debbie at Excell
Debbie was at the Carson Excell conference and was one of the panelists speaking to over 700 peers!
Thrivent Keynote 2023
Great times on the Main Stage presenting to thousands of Advisors at Thrivent!
2021 Annual Holiday Team Event
The TFG Team celebrated the Holidays by seeing Caroline or Change on Broadway and had a team dinner at Blue Willow in NYC.
2021 Girls Day in NYC
Debbie, AnnMarie & Jenn had a Girls Day in NYC and saw the Radio City Christmas Show!
October 15, 2020: Second Virtual Wine Tasting and Tour Event for TFG Clients
We held our second Virtual Wine Tasting and Tour through our friends and Stoney Hill Vinyard and their sister winery Long Meadow Ranch!
Register for an Event
These events are neither sponsored nor endorsed by any organization, except Taylor Financial Group.
Our philanthropic interests are personal to us and are not reviewed, sponsored, or approved by Cetera Advisor Networks LLC, or CWM, LLC.
Not all event guests or presenters are affiliated with Cetera Advisors Networks LLC, or CWM, LLC. Opinions expressed by non-affiliates may not be representative of Cetera Advisors Networks LLC, or CWM, LLC.
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