Events
Welcome to the events page of Demo Financial Services, your dedicated partner in wealth management, specifically tailored for medical professionals. This platform is your gateway to an array of upcoming and past events that our team. Our events aim to provide valuable financial insights, industry trends, and strategies for wealth growth and preservation. At Demo Financial Services, we strive to build a community of informed medical professionals, equipped with the knowledge to optimize their financial future. We create an engaging space where every question is acknowledged, and every client is educated and empowered. Explore our events and see where you can join us next or catch up on what you've missed.
Upcoming Events
September 29, 2028
9:00a - 10:00a
Office
Check-In Webinar
Please join us for our upcoming “Check-In Webinar.” We'll be answering some of your most pressing questions, taking a brief look at recent market behavior, and reviewing how we're continuing to serve you and your financial strategy. Feel free to invite your friends and loved ones. RSVP today to save your seat.
Past Events
September 20, 2025
1:00p - 5:00p
Headquarters
March 22, 2025
9:00a - 10:54a
Zoom Webinar
March 8, 2025
11:00a - 2:00p
Corporate Headquarters
November 9, 2024
1:00p - 2:00p
Prime Steakhouse
August 5, 2024
3:00p - 6:00p
Headquarters
Client Appreciation Event
As a “thank you” for your business we’re hosting a Client Appreciation Event! We are so grateful for your support, please RSVP to join us in celebration - friends and family are welcome.
March 31, 2022
2:00p - 3:00p
aaaa
Halftime Report
Midway through the year is a great time to see how far we've come and talk about what might lay ahead. This presentation event will examine the important financial news of the last six months, including economic developments, world events, and other market influences. We'll also look at what might be around the corner for the rest of the year and answer any questions you may have.