Upcoming Events

A Loving Discussion: Advisors, Brokers, & Agents? - Davenport, IA

Tuesday, August 7, 2018 - 5:30pm
Please join us for appetizers and great information at our Topic Specific Workshop! Event Location: Biaggi's Ristorante Italiano (5195 Utica Ridge Rd, Davenport, IA...
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A Loving Discussion: Advisors, Brokers, & Agents? - East Peoria, IL

Thursday, August 9, 2018 - 5:30pm
Please join us for appetizers and great information at our Topic Specific Workshop! Event Location: Johnny's Italian Steakhouse (101 Holiday Avenue, Peoria, IL...
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Educational Program - Bettendorf, IA

Tuesday, August 14, 2018 - 6:00pm
Our entertaining and informative financial planning program is unlike all the others. Whether you have never responded to an invitation like this, or you are a free...
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Educational Program - Peoria Heights, IL

Tuesday, August 21, 2018 - 6:00pm
Our entertaining and informative financial planning program is unlike all the others. Whether you have never responded to an invitation like this, or you are a free...
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Topic Specific Events

We offer a number of dinners and meetings throughout the year for our clients.  These dinners are free for all current clients and serve as opportunities to connect with you as well as keep you updated on some of the current events and happenings in the financial world.

*All events are by reservation only.

Advisory Boards

Because we are committed to serving our clients well, we host a regional advisory board meetings each quarter.  During these meetings we invite a board of current clients from the area to openly speak about their experiences with PFM.  We humbly accept all suggestions for improvement and welcome feedback about where we are excelling.  We have found these meetings to be immensely beneficial in making sure we are serving our clients as well as we can.

Ladies Day Events

Our Ladies Day events are another way we try to serve our customers right where they are.  These events are catered specifically to and are only for women, designed to provide a safe, open atmosphere of like-minded ladies who all share the same responsibility of handling their own finances.  We understand that finances can be confusing, and we invite all of our single, widowed, or divorced clients to come out and find answers to their questions, learn more about financial terms and lingo, and how the financial industry works.  All Ladies Day events are free of charge and open to all current female clients and guests.