Community and Client Events

Innovest Financial Partners team has participated for many years in several major Brookside Business Association Events.

The first annual event is the St. Patrick's Day warm-up parade. We work beforehand lining up parade floats, then take a ride down the parade route in the final Brookside Business Association float.

In 2014 Innovest Financial Partners was once again a Prize Sponsor of the Brookside Art Annual, as we have been since 2003. In addition, we actively volunteer our time at Artist Check-In and staff the Information Booth during the show.

In the Spring, the Brookside Shred Event is held in the parking lot behind the office for clients, Brookside business owners and our neighbors. This annual event, which we've sponsored since its inception, was responsible last year for shredding 5,000 pounds of paper.

In 2014, Innovest Financial Partners partnered with Prudential Annuities to present an informational meeting about Social Security benefit options. This complicated subject was made more palatable by a fabulous dinner at a local Brookside restaurant. The first scheduled event was so well-received by our baby-boomer clients, that we repeated the event a couple months later.