Events
Join us at one of our local events and experience firsthand how Fullerton Financial Planning can empower you on your financial journey. Whether you're looking to learn, have fun, or give back, there's an event for you.
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Events at Fullerton Financial Planning: Empowering Our Community
At Fullerton Financial Planning, our commitment to financial stewardship goes beyond numbers. We aim to serve and empower not only our clients but also our community. Through a wide range of events, we seek to create meaningful connections, foster lifelong learning, and give back to those in need. Together, we are making a lasting impact across generations.
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Educational Events
Financial education is at the heart of what we do. Our educational events provide you with practical knowledge to navigate key financial decisions with more clarity and confidence. But we don’t just focus on general financial topics—we listen to your needs and curate our seminars and workshops around the areas that matter most to you. Whether it's retirement planning, tax strategies, or estate planning, our goal is to empower you to make informed choices about your future.
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Fun Events
At Fullerton, we believe that the best relationships are built through shared experiences. That’s why we host a variety of fun events designed to bring our clients together. From honoring our veterans to hosting a lively bunco night, we aim to create opportunities where we can connect on a deeper level—outside the typical financial setting. These gatherings are a chance to relax, laugh, and create lasting memories with the Fullerton family.
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Volunteer Events
Giving back is a core part of who we are. Through our volunteer events, we invite you to join us in making a difference in the local community. These opportunities allow us to work side by side, supporting causes that matter, while building strong bonds with fellow clients. Together, we can create meaningful change, not just for today, but for the future of our community.