Client Referral Events

I came to work at Berry Financial towards the end of 2014. It is hard to believe how time flies because I am now in my 12th year at the firm! I have been doing my own seminar presentations since 2018 at local colleges like Horry Tech and Coastal Carolina. I am very excited to announce that I will begin hosting events at TopGolf & the Myrtle Beach Pelicans stadium for a few games this Spring/Summer. I will be presenting our retirement seminar “A Confident Financial Future,” and afterwards, we will hit golf balls at TopGolf or watch the Myrtle Beach Pelicans play baseball.

We host these events for the public so we can share our story and philosophy on retirement planning, and then of course, if they agree with us, they will meet with us and possibly become clients. When I think about the people that we are trying to attract, I think about all of you, our amazing BFG Family! Most of you attended one of our seminars and then decided to take a leap of faith and become part of our Berry Financial family. I hope and pray it has been a great decision for you. We value your trust and confidence more than we can put into words.

We are opening up the TopGolf & Myrtle Beach Pelicans games for all our clients - we just ask that you bring a friend who is like you, at or nearing retirement who has never heard us before and may be interested in learning about how we can help them with their hard-earned retirement money. The spaces are limited so it will be first-come, first-served; and we are giving our clients and their referrals TOP PRIORITY. I am passionate about retirement planning and helping people with their life savings. I am also passionate about golf and baseball. I am thrilled to be able to have fun events where I get to participate in both and would love to see you and your friends there!

TOPGOLF EVENTS

Tuesday, April 7, and Wednesday, April 8

Schedule:

10:30 AM food served

11:00 AM – 12:15 PM – presentation “A Confident Financial Future”

12:15 PM – fun playing golf in the bays at TopGolf

Tuesday, April 28, and Wednesday, April 29

Schedule:

5:30 PM food served

6:00 PM – 7:15 PM – presentation “A Confident Financial Future”

7:15 PM – fun playing golf in the bays at TopGolf

MYRTLE BEACH PELICANS GAMES

Wednesday, May 13

4:45 PM – 6:00 PM – presentation “A Confident Financial Future”

6:30 PM – Game Time & food

Thursday, May 14

5:15 PM – 6:30 PM – presentation “A Confident Financial Future”

7:00 PM – Game Time & food