Client Events

Hello and Welcome to our client experience events

Welcome to our client experience page! Our client experiences let us first spend time with our clients, and second introduce their family or friends to the firm. BSI wants to continuously show our appreciation to our clients for allowing us to manage their retirement & investments. But, as our clients know, we treat them more like friends than customers. We are truly blessed by our clients, and the trust they place with us is humbling. We also want to earn the opportunity to meet their friends and family who may need retirement planning or investment management. The client experiences are a terrific opportunity for us to do that outside of the office, and without any “sales” pressure.

Below is a list of our upcoming events. We hope you will consider attending one of these events with a friend or family member who will recognize the value of our client focused service. Be sure to check back here for upcoming new events.