Events

ROI FINANCIAL

WEBINARS | SEMINARS | CLIENT APPRCIATION | MIXERS and MORE!

ASKING THE RIGHT QUESTIONS

SEMINARS (in-person)

Small group learning and discussions organized and led by our staff. The purpose of a seminar is to enable our clients to improve their knowledge and understanding of a specific topic by engaging with key issues.

Flexibility & Convenience

WEBINARS (online)

Online presentations sharing documents of all kinds including but not limited to voice notes, videos, and presentations. Webinars are used to educate and engage our clients in their schedule.

Celebrating you

CLIENT APPRECIATION

Expressing our genuine gratitude while recognizing our clients, and their support of our business. We love the work we do and providing quality, dedication, and education to all our clients.

Connecting our clients

HAPPY HOUR

Join ROI Financial Advisers for monthly social mixers and networking events designed for our clients and entrepreneurs. It is crucial to create an environment where we can ultimatly grow and be sucessful together in business.

Coming in 2024 - TBA

Merry Christmas

PHOTOS WITH SANTA

Bring the entire family, furfriends, and visiting space aliens to enjoy a photo with Santa, holiday snacks, refreshments, and activies for the kids!

November 2024 - TBA

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