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.

Dinner Seminars

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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.

Golf Outings​

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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!

Ladies Nights​

 

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.

Upcoming Events

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Financial Wellness Night: 

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Healthy, Wealthy, & Wise!

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Join Cara and two other professionals for a great event

focused comprehensively on your physical, financial,

& mental health.  Free event to the public.

 

Wednesday, October 2nd, 2019 @ 6:00pm

 

At Westlake Health Campus (in the Villa Club House)

10735 Bogie Lake Road, Commerce, MI 

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Please RSVP to (248) 203-5955