Events

2026 Client Appreciation Series, Pickleball 101 & King of the Hill for Seasoned Players

Want to have some fun and get a little exercise at the same time? Join us for an evening of Pickleball!

E&A Workshop Series-Estate Planning 101 for the Sandwich Generation

Are you overwhelmed with the prospect of Estate Planning?  Do your aging parents have their estate in order?  What are the implications for your family?  We know that Estate planning continues to grow more complex and sometimes that makes it harder for families to know where to begin and how to avoid costly mistakes.  Join us to hear from Estate Planning professionals and learn how these challenges may impact your family and the strategies you can take to ensure your wishes are fulfilled, your loved ones are protected, and your legacy is preserved.

University of Michigan Open Enrollment-Tips and Tricks for your Colleagues to Navigate your 2026 Options (Session 2)

Tips & Tricks to help guide you through the 2026 University of Michigan Benefit Enrollment Period.

University of Michigan Open Enrollment-Tips and Tricks for your Colleagues to Navigate your 2026 Options (Session 1)

Tips & Tricks to help guide you through the 2026 University of Michigan Benefit Enrollment Period.

E&A Education Series- 4 Strategies for a Smarter College Search

Join us for an evening with national college expert Heidi King. who will share new tips and tricks on assisting you and your teen with strategies for a Smarter College Search!

MSU Open Enrollment-Tips & Tricks to Navigate your 2026 Options (Session 2)

Tips & Tricks to help guide you through the 2026 Michigan State University Benefit Enrollment period.

MSU Open Enrollment-Tips & Tricks to Navigate Your 2026 Options (Session 1)

Tips & Tricks to help guide you through 2026 Michigan State Benefit Enrollment period.

Evangelista & Associates Back to School Backpack Project

Evangelista & Associates-Summer Family Fun!

Evangelista & Associates-Summer Fun Event!

Learn the Basics-Beekeeping with John

Beekeeping is steadily gaining interest, and this gratifying hobby offers plenty of benefits that extend beyond honey. Many beekeepers enjoy the personal connection to nature and living things, while others appreciate being part of the beekeeping community. Join us for a day at the Bee Happy Farm!

2025 Client Appreciation Series, Pickleball 101-Learning the Basics

Want to have some fun and get a little exercise at the same time? Join us for an evening of Pickleball!

U of M Open Enrollment-Tips and Tricks to Navigate your 2025 Options-Session 2

Tips & Tricks to help guide you through 2025 UM Benefit enrollment period.

U of M Open Enrollment-Tips and Tricks to Navigate your 2025 Options-Session 1

Tips and Tricks to help guide you through UM Open Enrollment period for 2024!

Client Appreciation Series-Bourbon Tasting

Join us for an evening good bourbon, good bites, good company and good times!

Evangelista & Associates Workshop Series-Major Changes to the College Search-2024

This past year has resulted in some of the most significant changes to the college planning process in decades. -Admission trends have changed around how colleges admit students -Schools have made ACT/SAT optional, but not necessarily when they award scholarships, and some colleges are going back to requiring standardized tests -The number of schools on the “more selective” list continues to grow -Substantial changes to the FAFSA and financial aid may make college more expensive Join Evangelista & Associates as we partner with national college expert Heidi King to learn how these changes may impact your family and new strategies for giving your student the best opportunity to be admitted and maximize scholarships and financial aid. If you are interested in learning more all are welcome, but specifically if you are the parent of a high school student, this is incredibly important info you will not want to miss!

Client Appreciation Series-Single Malt Scotch Tasting

Join us for an evening of tasting and appreciation!

Client Appreciation Series-Wine Tasting

Join us for an evening of wine tasting in the relaxed atmosphere of our new office!

Evangelista & Associates-Summer Family Fun!

Evangelista & Associates-Summer Fun Event!

Pickleball 101-Learning the Basics

Want to have some fun and get a little exercise at the same time? Join us for an evening of Pickleball!

Learn the Basics-Beekeeping with John (Day 2)

Beekeeping is steadily gaining interest, and this gratifying hobby offers plenty of benefits that extend beyond honey. Many beekeepers enjoy the personal connection to nature and living things, while others appreciate being part of the beekeeping community. Join us for a day at the Bee Happy Farm!

Learn the Basics-Beekeeping with John (Day 1)

Beekeeping is steadily gaining interest, and this gratifying hobby offers plenty of benefits that extend beyond honey. Many beekeepers enjoy the personal connection to nature and living things, while others appreciate being part of the beekeeping community. Join us for a day at the Bee Happy Farm!

U of M Open Enrollment-Tips and Tricks to Navigate your 2024 Options-Session 2

Tips & Tricks to help guide you through 2024 UM Benefit enrollment period.

U of M Open Enrollment-Tips and Tricks to Navigate your 2024 Options-Session 1

Tips and Tricks to help guide you through UM Open Enrollment period for 2024!

Evangelista & Associates Workshop Series-Downsizing and Helping Your Parents Age in Place: Where does All the Stuff Go?

Are you helping your parents age in place? What kinds of plans are in place to "declutter" their home? What about safety items to help them get around the house? Do you have the resources identified to assist you with this process? If so, this workshop is for you! Join us for an evening with Sharon McRill, author of the international best selling book: Downsizing, The Silver Tsunami, Who to Call and Where Does the Stuff Go? She will inspire, motivate and guide you to tackling this all important time in your parents' life.

U of M Open Enrollment-Tips and Tricks to Navigate your 2023 Options-Take 2

This event was held prior to our affiliation with LPL Financial. This information is shared for awareness as to seminar topics available to the public.

U of M Open Enrollment-Tips and Tricks to Navigate your 2023 Options

This event was held prior to our affiliation with LPL Financial. This information is shared for awareness as to seminar topics available to the public.

Economic Update with First Trust-Scheduled for Thursday, June 9th, 2022 at 3:00 pm EDT.

This event was held prior to our affiliation with LPL Financial. This information is shared for awareness as to seminar topics available to the public.

Evangelista & Associates Presents: Raising Financially Aware Kids

This event was held prior to our affiliation with LPL Financial. This information is shared for awareness as to seminar topics available to the public.

Economic Update with First Trust-Scheduled for Monday, April 20, 2020 at 4:30 pm EDT.

This event was held prior to our affiliation with LPL Financial. This information is shared for awareness as to seminar topics available to the public.

Evangelista & Associates Workshop Series-Cyber Security

Planning Workshops!

This event was held prior to our affiliation with LPL Financial. This information is shared for awareness as to seminar topics available to the public.

Preparing You & Your Child for College

This event was held prior to our affiliation with LPL Financial. This information is shared for awareness as to seminar topics available to the public.