Birchwood News - December 2017Submitted by Birchwood Financial Partners on December 14th, 2017
In the December edition of Birchwood News, an invitation to join us for an open house on Thursday, January 25th. Also, we know estate planning can often be an uncomfortable discussion for many. Advisor Kay Kramer discusses the topic to help provide clarity to help you feel prepared for your first visit with an attorney. Last, see what the team has been up to in our After Hours/Staying Sharp section.
Client Appreciation Open House
Choose your own adventure! Join the Birchwood Team and enjoy fun cocktails and tasty foods.
Visit a far off locale or take the plunge and sky dive from the comfort of a chair. Virtual Reality stations will be available for you to test out.
FEEL FREE TO BRING A FRIEND!
When: Thursday, January 25th from 4:30-7:30 pm
Location: Birchwood Financial Partner's Office
3300 Edinborough Way, Suite 610, Edina, MN 55435
RSVP: Susan at (952) 885-9088 or firstname.lastname@example.org
We look forward to seeing you there!
Leaving a Legacy: Why you should talk about your estate plan now.
When we first approach the topic of estate plans with clients, we know it can often be an uncomfortable discussion for many. As financial advisors, we hold the privileged position to help clients start, continue or finish this challenging conversation.
Birchwood was proud to support the Angel Foundation's After Hours Event at Modist Brewing in Minneapolis by sponsoring the punch board, which raised almost $10,000 for their programs. Angel Foundation provides emergency financial assistance, education and support to local adults and their families with cancer.
After Hours/Staying Sharp
Damian, Dana and Steve recently attended the annual Charles Schwab Impact conference in Chicago. This was a 4-day conference filled with great keynote speakers and educational content. With education being a core value of the Birchwood team, we’re always looking for ways to better understand the ever-changing global landscape so that we can better serve our clients.
Kay and Bridget attended the 28th Annual SRI Conference in early November and heard some great speakers on climate change and the positive impact Sustainable Responsible Impact investing strategies are having.
Stacey's family is headed to San Antonio in January for the US Army All American National Combine. This is an invitation only event, which RaJa earned at the FBU Regional football camp this past summer.
Dana's grandson Jackson turned one on November 17th and she and Marc were in Chicago to celebrate the big event.
Kimmie enjoyed her new title of Auntie while visiting her brother and sister-in-law and the newest addition to the family, baby Adeline Marie (Addy), in Durham, NC. Between the snuggles, feedings, and diaper changes, Kimmie found some time to study for her mid-term exam in her first class of the CERTIFIED FINANCIAL PLANNER™ certification program.
Investment Advisory services offered through Birchwood Financial Partners, Inc. an SEC Registered Investment Advisor. All written content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Opinions expressed herein are solely those of Birchwood Financial Partners, Inc., and our editorial staff. Material presented is believed to be from reliable sources; however we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual adviser or qualified professional before making any financial decisions. We are not affiliated with or endorsed by the Social Security Administration or any government agency. The inclusion of any link is not an endorsement of any products or services by Birchwood Financial Partners. All links have been provided only as a convenience.