Mark Epps Financial likes to say thanks to our clients, build better relationships with them out of the office, and bring prospects to a variety of places they may find enjoyable.
We host educational programs that present investment strategies and techniques while providing a complimentary dinner for our guests. Locations and dates will vary throughout the year to accomidate as many clients as we can.
For our clients who like the great outdoors, we host a few golf outings throughout the year at various clubs. Clients can come alone or bring friends and we cover the golf!
Woodward Dream Cruise
This is our primary client appreciation event that we host annually at our office located right on Woodward in Bloomfield Hills, MI. It is a great location to view the passing classic cars and we provide a catered lunch and goodie bags!
Since having a female advisor in our office is still somewhat rare, Cara hosts women only events as well to focus on female centered needs and goals. We will host manicure/pedicure
nights at local nail salons, Valentine's luncheons, and other female focused events throughout the area. This is a relaxing and comfortable way to be introduced to an advisor and ask investment questions while you enjoy yourself at the same time.
Please stay tuned for future events!