Broker Check

Events

Browse through our previously hosted and current events to stay connected with what we've been up to!

Upcoming Events

November 5, 2026 - December 3, 2026

11:00a - 10:00a

Provision Financial

Friends of Foster Kids Christmas Gift Drive

🎁Each Christmas, we support local children in foster care through the Friends of Foster Kids gift drive. Clients and team members are invited to purchase gifts from a designated wish list and help make the season brighter for children in need. Additional information and donation opportunities will be shared in November! πŸŽ„

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Provision Financial and Cambridge are not affiliated.

November 24, 2026

9:00a - 5:00p

Provision Financial

Thanksgiving Pie Pickup

πŸ‚ Each November, we celebrate the Thanksgiving season by thanking our clients with one of our favorite traditions - our annual Thanksgiving Pie Pickup! Clients are invited to select a pie and stop by our office the week of Thanksgiving to pick it up, enjoy coffee, cider, and donuts, and visit with our team. Additional details and pie selection information will be shared with clients in the fall. We look forward to celebrating the season and showing our appreciation for your trust and support.

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Provision Financial and Cambridge are not affiliated.

Past Events

April 23, 2026

6:30p - 8:30p

Provision Financial

Plan Today, Protect Tomorrow

Have you ever wondered whether your loved ones would know how to manage everything if something unexpected happened to you? Preparing your affairs may not always be easy to think about, but it is one of the most meaningful gifts you can leave for your family. This event walked through practical steps to help organize important financial details like account registrations, life insurance, and bill management, so you can have peace of mind knowing your loved ones will be cared for.

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Provision Financial and Cambridge are not affiliated. Cambridge does not offer legal advice.

January 20, 2026

6:30p - 8:30p

The Mirage

Outlook 2026

This January, we hosted our annual Outlook 2026 event, bringing together thoughtful insights on the economy and financial markets. The evening reflected on the past year, looked ahead to what's to come, and included a review of key events that shaped both our firm and the markets - along with meaningful conversation over dinner.

November 11, 2025

6:30p - 7:30p

Provision Financial

Medicare Seminar

In November 2025, we hosted Graham Kimmerer from MFS Investment Management for an informative Medicare seminar. Attendees learned about the different parts of Medicare, coverage options, and key enrollment periods. The presentation helped simplify a complex topic and provided valuable insights for those nearing retirement - as well as for anyone looking to better understand Medicare on behalf of parents, relatives, or loved ones.

October 22, 2025

6:30p - 8:00p

Provision Financial

Senior S.C.A.M.S.

In October 2025, we hosted Macomb County Prosecutor Peter J. Lucido for an educational presentation on senior scams. Attendees learned how to identify common scam tactics, protect their personal information, and take simple steps to avoid becoming victims. The event raised awareness and provided practical tips to help keep our community’s seniors safe.

April 24, 2025

6:30p - 8:00p

Provision Financial

A Closer Look at Dementia

In April of 2025 we hosted a thoughtful and engaging session designed to help our clients better understand dementia - its types, symptoms, and treatment options. Attendees were able to learn about practical ways to support their loved ones through every stage with compassion, respect, and a focus on their strengths and quality of life.

January 14, 2025

6:30p - 8:30p

Mirage

October 22, 2024

6:30p - 8:30p

Provision Financial

April 25, 2024

6:30p - 8:30p

Provision Financial

March 14, 2024

6:30p - 8:00p

Provision Financial

Home TLC

Join special guest Jaymie Paternoster from Elevate Inspection Group as she talks about the importance of regular home maintenance. Her company has created some amazing checklists to help save you time and money!

February 15, 2024

6:30p - 8:00p

Provision Financial

October 24, 2023

6:30p - 8:00p

Provision Financial

Event Registration

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