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Events

Upcoming Events

October 9, 2026

3:00p - 7:00p

Office Evolution - Elevated Wealth

Fall Friends & Family Welcome Reception

Join us for our annual Fall Friends & Family Welcome Reception as we celebrate three years of fellowship, fun, and community at Elevated Wealth Advisory Group. Enjoy cider, seasonal snacks, games, and great conversation while helping us welcome Johnetta Zantt, our new Client Liaison, to the Elevated Wealth family.

Past Events

October 24, 2025

4:00p - 7:00p

Office Evolution - Easton

Friends & Family Fall Fellowship

This is our favorite time of year for fashion, friends, and family. Come out to enjoy some snacks and cider as we embrace the fall session. If you are up to it, wear your OSU gear as we head into next Saturday's match against Penn State. Carol and I can't wait to see you then.

October 3, 2025

4:00p - 7:00p

Easton Office Evolution

Welcome Reception - Jasmine McGimpsey, Financial Planner

Elevated Wealth invites you to a welcome reception and open house celebrating Jasmine McGimpsey, our newest Financial Planner. Guests will enjoy an office tour, meet Jasmine, and learn more about our personalized financial services.

October 25, 2024

4:00p - 7:00p

Office Evolution - Easton

Friends & Family Fall Fellowship

This is our favorite time of year for fashion, friends, and family. Come out to enjoy some snacks and cider as we embrace the fall session. If you are up to it, wear your OSU gear as we head into Saturday's match against Nebraska. Carol and I can't wait to see you then.

August 9, 2024

3:00p - 7:00p

Office Evolution

Open House

Elevated Wealth Advisory Group - Open House

June 19, 2024

1:00p - 5:00p

Office Evolution - Easton Town Center

Elevated Wealth Business Shower

Celebrating the beginning of Elevated Wealth Advisory Group

Event Registration

Will you be able to attend this event?