Marit MacDonald CFP® JD was one of 400 elite advisors in attendance at this year’s Top Independent Advisors Summit. The Barron’s Top Independent Advisors Summit provides highly-detailed and thought-provoking perspectives from top advisors on managing investments, clients and practices.
At our Second Annual Thanksgiving Pie Giveaway event, we asked clients to share what they are thankful for. Here's are some of their responses. We at Financial Independence are thankful for our wonderful clients!
Marit MacDonald CFP® JD, attended the second annual Barron’s Top Independent Women Advisors Summit, hosted by Barron’s magazine to exchange ideas and best practices, with an eye towards improving the businesses of the attendees and serving the investing public in the best possible manner.
For this ladies’ night out event, each guest received a professional hair blowout at the Drybar Salon in Santana Row. Guests got to pick from Drybar’s hairstyles with cocktail-inspired names, such as the Cosmo, for loose and wavy curls, or the Manhattan, for a sleek and smooth hairstyle. We also provided custom-made pasta dishes, cocktails and an ice cream bar in the private Calabria Room at Maggiano’s.
To express our gratitude, we gave our clients and their families a delicious holiday pie to enjoy. We had an assortment of delicious pies from a local pie bakery called Niles Pie Company. Guests picked up their caramel apple crumb pie, brown butter brandy pecan pie, or old-fashioned pumpkin spice pie from our office. Guests raved about the scrumptious pies!
This event featured a chocolate tasting presented by a local company called The Chocolate Garage. Their expert, Sunita, taught us the basics about cacao, along with the steps both cacao farmers and chocolate makers use for flavor development. And of course, we got to sample eight of the best “small batch” chocolates around. To enhance the tasting, we had a variety of beverages to pair with specific chocolates as well.
Out with the old and in with the new! For our “New Year, New You!” event we had complimentary make-overs, wine, appetizers and limo rides for our lady clients and their guests. We hosted our make-overs at Benefit Cosmetics Boutique in downtown Los Gatos, where guests received one-on-one pampering. Our limousine services took us from the boutique to a nearby restaurant called, The Wine Cellar, where we made a toast to the new year and to new beginnings. All in attendance agreed it was a wonderful way to start the year.