May 19, 2016

Financial Symmetry Celebrates our 6th Annual Client Appreciation Event

Heather Gudac

 

We were honored this year to host over 190 of our clients and their families to an evening with the Durham Bulls. This event was our largest yet, with a great mix of clients that have been with us over 20 years, to clients recently joining us. Many of our clients have attended all six of our events to date!  For our clients with young families, it is a always such a joy for us to see the kids having a great time. While we did not get Wool E. Bull up to visit us on our Party Deck this year, we hope the extra characters and events throughout the game made up for it.

The Bulls were also celebrating their annual “Star Wars Night” which was a nice addition to our wonderful evening.  Attendees enjoyed ballpark fare, clear skies and a very fast paced game. After 11 innings with perfect weather, the Bulls won over the Norfolk Tide 2-1.

 

 

Share
Posted

May 19, 2016

Category

Heather is the Chief Operating Officer and a Partner at Financial Symmetry, where she leads with a people-first mindset and a deep commitment to thoughtful, scalable growth. A former intern herself, she’s spent nearly two decades shaping systems that support both team development and long-term client care.

Take Charge of your Finances

Financial Tips for Women: Be an Intentional Spender 

Podcast

The Opportunity Cost of Holding Too Much Cash, Ep #242

Company News

Celebrating 20 Years with Allison: A Legacy of Leadership, Empathy, and Empowerment 

Learn how to balance your retirement

Financial Symmetry advisors unveil financial opportunities to help you balance enjoying today with being ready to retire later.

Subscribe
Get weekly updates with our latest blog posts.

This field is for validation purposes and should be left unchanged.
Financial Symmetry icon

CLIENT CENTER

UPLOAD FILES

Pershing Account