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Events

Lunch & learns, coffee talks, and community traditions

Free educational events from the Fullerton team. Join us at an office near you, and bring a guest.

See upcoming events

What to expect

Education first, always free

Our events are how we serve the community beyond the planning table: practical education, good company, and zero sales pressure.

  • Always free. There's never a charge to attend.
  • Education first. Informational sessions: no products pitched, no pressure.
  • Bring a guest. Spouses, friends, and neighbors are always welcome.
  • Across the Valley. Hosted at our Peoria, Tempe, and North Scottsdale offices.
  • Food's on us. Lunch, coffee, or dinner, depending on the event.
  • Seats are limited. Events fill up, so reserve early.

On the calendar

Upcoming events

Lunch & Learn

Free · lunch provided · seats limited

WEDNESDAY

Oct 7

Refined plated lunch on a light stone table in a bright modern room with desert light

Rising Tax Risk: How to Safeguard Your Retirement

A one-hour class on today's tax environment and how to position your retirement assets for long-term protection: what future increases could cost you, and practical steps to take now.

Fullerton office · Tempe, AZ

12:00 PM–1:00 PM MST

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Free for clients · space limited · ages 5 and up

THURSDAY

Oct 8

Center court at GCU Arena with the Lopes crowd and cheer squad behind a pregame presentation

Meet the Lopes @ GCU

A VIP evening for Fullerton clients: meet GCU's basketball coaches and players, plus autographs, photos, a chalk talk, food, drinks, and prizes. Doors open at 5:30 PM.

GCU Arena · Phoenix, AZ

5:30 PM–7:30 PM MST

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Activity

Free · lunch provided · please register

WEDNESDAY

Nov 11

American flag with the Fullerton Financial Planning mark

Veterans Day Celebration

An afternoon of camaraderie and good food to honor the veterans in our community who served in the armed forces. A small token of our thanks for your dedication and sacrifice.

Rio Vista Community Park · Peoria, AZ

11:00 AM–1:00 PM MST

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Harvest of Thanks

Free · donations welcome

SATURDAY

Nov 21

Cream gift with champagne ribbon and autumn leaves in warm golden light

11th Annual Harvest of Thanks: Toy & Bike Drive

Our annual community giving event with the Fullerton Foundation. Bring a new toy or bike and join us for food, music, and thanks.

Fullerton office · Peoria, AZ

10:00 AM–1:00 PM MST

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Giving back

The Harvest of Thanks tradition

Some of our favorite gatherings have nothing to do with finance. Every fall, the Harvest of Thanks brings clients and neighbors together with the Fullerton Foundation to give back to Valley families.

  • 11 years running. The annual Toy & Bike Drive has become a Valley tradition.
  • The Fullerton Foundation. Our giving arm: every donation goes to local families.
  • Everyone's welcome. Clients, families, neighbors. Bring the grandkids.
The Fullerton team and community members at a charity event

Can't make it? Meet with us one-on-one instead

Every event ends with the same offer: a complimentary conversation about your retirement.

Schedule your free retirement review

or call us at 623-974-0300

Complimentary Review

Let’s find a time.

About 45 minutes

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