At Forth Wealth Management, we believe strong communities are built not only through supporting local businesses, but also through supporting one another. Our “Bring A Friend Event” embodies this mission by creating a relaxed, welcoming environment where meaningful conversations and lasting connections can flourish.
This past Tuesday, we hosted our latest event at Fin & Tonic, featuring guest speaker Brad Brownstein of Dignity Memorial, who shared insights on pre-planning with his presentation, “Honoring Your Life, Your Way.” The evening began with a heartfelt introduction by Craig Smith, CFP®, CRPC®, BFA™, whose personal story set the tone for Brad’s informative, engaging, and thought-provoking talk.
As guests enjoyed a vibrant Q&A with Brad, they were served crisp salads and delicious entrées by the owner Javi, Danielle, and the outstanding team at Fin & Tonic. The feedback on the meals, house wines, local brews—and Javi’s unforgettable margarita—was overwhelmingly positive.
As the evening concluded, new friendships were formed, connections deepened, and our sense of community grew stronger.
We invite you to share this post with a friend, colleague, or loved one and encourage them to reach out to the Forth Wealth Management team for our next “Bring A Friend Event” or to schedule a private consultation with Craig for a personal financial review.
