Back to School Night 2013: A Grand Celebration

Back to School Night 2013 was another huge success, as you’ll see when you click to watch this 4-minute video.

The three partners of Egan, Berger & Weiner started off the night talking about what they were excited about featuring at their 10th anniversary.

Michael Egan said: “This event is a great way for us to thank our clients for working with us for the past year, and also to educate them so that we can better assist in helping them achieving their long-term goals.”

Sheldon Weiner explained: “The main thing I’d like people to take away from tonight is that there is a lot of hope. The economic fundamentals of the country are good, and there are a lot of positive things happening. In the media, you don’t always hear that message—but in the extensive research we’ve done, that’s definitely the case. It’s important to share that with our clients so they have a finger on the pulse of what’s really happening as they plan for their financial future.”

Bryan Beatty added: “This is our way of showing our clients how much we care. Every year this event gets better and better. In fact, this year more than 400 of our clients were in attendance. We’re really excited about that.”

A good time was certainly had by all! Dinner was delicious. And the wine tasting, courtesy of the managers of Breaux Winery, was fantastic. As was the live music—courtesy of a 60s band, Shake It Up —which played retro ditties such as, “Taking Care of Business.”

Plus, there were plenty of tasty treats, including a delicious anniversary cake, and a Kona Ice cart manned by Sheldon Weiner’s wife, Sharon, aka: Grandma Kona. And who could forget the antique car show, which is always a highlight of every Back to School Night.

Of course, the educational classes were the main attraction of the night. Hundreds of guests filled the auditorium to hear insights from the speakers:

  • “Retirement Living Magazine” publisher Steve Guerney who talked about “Senior Transitions;”
  • Garret D’Alessandro who gave an economic update;
  • The Hartford’s John Deihl who talked about “Fear and Finance;” and
  • Putnam’s Chris Hennessy, who provided an economic update.

Clients Kathy and Randy said: “We love getting insights into the big picture. Getting a broad perspective is always helpful, and we really appreciate meeting the other clients and getting their take on the economic situation.”

“This is an event we always look forward to all year long,” shared long-time clients Polo and Tere. “We love the food, the people, the ambiance. And mostly we enjoy the lectures. We wouldn’t miss EBW’s Back to School Night.”