Broker Check

Photo Gallery of Our Events

Barron's Top Independent Advisors Summit<br />March 14-16, 2018

Barron's Top Independent Advisors Summit
March 14-16, 2018

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.

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Second Annual Thanksgiving Pie Giveaway<br />November 22, 2017

Second Annual Thanksgiving Pie Giveaway
November 22, 2017

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!

Barron's Top Independent Women Advisors Summit<br />June 12-14, 2017

Barron's Top Independent Women Advisors Summit
June 12-14, 2017

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.

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Puttin' on the Glitz<br />May 18, 2017

Puttin' on the Glitz
May 18, 2017

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.

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Thanksgiving Pie Giveaway<br />November 23, 2016

Thanksgiving Pie Giveaway
November 23, 2016

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!

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Living the Sweet Life<br />April&#160;22, 2016

Living the Sweet Life
April 22, 2016

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.

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New Year, New You!<br />January 22, 2016

New Year, New You!
January 22, 2016

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.

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