IN THE COMMUNITY

IN THE COMMUNITY: CONNECTING WITH FRIENDS AT OUR ANNUAL SIP N’ SHRED

Sitting down with our clients to discuss their financial goals and dreams always brightens our day. It’s why we do what we do. But we also enjoy spending time with our clients outside of the conference room, where we can get to know their families and have a little fun! That’s why, each year, the Vance Wealth team comes together in celebration with clients, friends, and community members at our annual Sip N’ Shred event.

“You can watch your documents be shredded on site, enjoy some cocktails, and catch up with everyone on the team,” shared Shanele Stoll, Director of Marketing. “It’s a great way to socialize, network, and stay connected – while checking off another item on your to-do list.”

Vance Wealth’s annual Sip N’ Shred event was created to add some fun to an otherwise tedious project that’s often pushed to the bottom of our list or forgotten completely.

“We know how important it is to go through your sensitive financial documents at least once a year,” Shanele explained. “But putting off this task, or simply tossing your documents in the trash, doesn't guarantee security. That’s why we wanted to make this process more secure, timely, and enjoyable. We loved getting to see everyone this year, and we hope those who missed it will join us next year!”

Join us next year for our annual Sip N’ Shred event and connect with our team, friends, and the community while securely disposing of your sensitive financial documents. Contact us here if you'd like to be invited, or email [email protected] for more information and to ensure you're included in the next event.

The information provided is for educational and informational purposes only and does not constitute investment advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor's particular investment objectives, strategies, tax status or investment horizon. You should consult your attorney or tax advisor.