Attend one of

Our Client

Events

Living with intent means making decisions that create the life you want—on your terms. Join us at one of our client education events to learn more about important financial topics and how you can live with intent, now and in the future.

Connect With Others At a Client Appreciation Event

From ugly sweater parties to wine tastings and more, we offer a variety of client appreciation events throughout the year. Join in the fun and become part of a community that values living with purpose.

Check Out Our Next Event!

picture of holiday food

Annual Holiday Party​

December 11th, 2025

‘Tis the season to get delightfully tacky! Our holiday celebration is back, and this year, we’re ushering in the cheer with our Ugly Christmas Party. Dust off those gaudy sweaters, jingling accessories, and anything over the top in holiday spirit—more details to follow.

Client Education Events

October 2026

  1. TIPS Basics

    October 16, 2026 10:00 AM

Other exciting Events to Come in the Future!

Annual Holiday Party

December 11, 2025

Cadence Clubhouse, North Park

Our Past Client Events

Leonard Advisory Group celebrating their 2025 Ugly Sweater event.

Leonard Advisory Group’s 2025 Ugly Sweater Party Recap!

10th Annual Client Appreciation Event

Inaugural State of the Union 2024

Plan with Purpose.

LIVE WITH

Intent.

Contact Leonard Advisory Group today!