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Seed Series Financial Social Event - Fall 2023


Here it is... the first official Seed Series! In the spirit of marrying financial education with real opportunities for quality connection, each quarter we’re bringing you a different way to experience the way you get your financial information and build connections. 

To get your tickets, please RSVP

A very special thank you to our sponsors:

Roots Real Estate

GALLAGHER BOLANDER SMEDLEY LLP

Jennifer G Thomas CPA, An Accountancy Corporation

The business of life. 


Seed Series are financial social events designed to change the way we think about our financial well-being, how we share information and build community. The financial socials were created out of a desire to move beyond typical seminars and networking events to creating personal and professional connections since personal connections are the key to professional success no matter the profession.

The Seed Series encourages better financial understanding whether establishing, growing or protecting wealth. Legacies, financial and otherwise, deserve to be received by their beneficiaries. The financial socials establish an educational foundation for personal, financial and professional growth. Each Seed Series promises a genuine opportunity to connect through education, tasty food, beverages followed by the Happy Cloud Lounge (if desired). The Seed Series are events for those 21 years of age or older.

Seed Series Highlights:

  • Timely information and education

  • Themed event

  • Tasty bites (food) and beverages

  • Happy Cloud Lounge

  • Limited capacity

  • Sponsor giveaways