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.


Upcoming Events

Photo Gallery & Client Events

Women & Wealth Conversation and Gourmet Pizza Party!

Thank you to all the ladies that participated, it was a fun time!

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

The ladies’ Galantine’s Chat and Dinner was a huge success! Everyone had such a great time!

Ladies Wine Event

The ladies tasted delicious wine with Top Chef Joe Sasto followed by some wine cake!

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!

Team Day NYC

The TFG team spent the day On March 9th in NYC starting with lunch at Burger and Lobster and then to Broadway for Hamilton!

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!

2021 Annual Holiday Education Event

Taylor Financial Group celebrated the 2021 Holiday Season with a small holiday event on Thursday, December 2nd. 

2021 Client Advisory Board Luncheon

Each year we have our Annual Client Advisory Board meeting.

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

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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.

By attending this meeting, you are consenting to be recorded and agree to release and hold harmless Carson, Carson Partners, any parents, affiliates, members, managers, agents, officers, contractors, employees, heirs, successors, and assigns from any and all claims, demands, actions, complaints, suits, or other forms of liability arising out of the foregoing and waive any right to inspect or approve the same. I, the attendee, further agree that the use of my name, image, or likeness confers upon me no rights of ownership whatsoever. It is understood and agreed that no monies in any form, including reimbursement for any expenses incurred by me, will become due to me, my heirs, agents, or assigns at any time because of the permissions and use granted herein. I understand that I may cancel this permission at any time by providing written notice to Carson and/or Carson Partners; however, photographs and/or images which have already been published may not be withdrawn and neither Carson nor Carson Partners shall have the obligation to do so. I voluntarily accept the terms and conditions set forth herein.