Client Events

We love spending time with our clients and the people they care about. Many of our events focus on educating people in an approachable and valuable way. In addition to educational events, we love spending time with our clients through charitable events that help our community.


Upcoming Events

Join us for one (or all!) of our upcoming events. Have an idea for a fun event? Let us know! RSVP to [email protected]

Cuddle Bags

Cuddle Bags for Children

Donations accepted until July 25
Drop off at Meikle Financial: 22601 N 19th Ave, Ste 118 Phoenix, AZ 85027

Cuddle Bags are placed in the back seat of case workers’ cars for children being removed from their homes. Drop off your donations of blankets, hygiene items, stuffed animals, coloring books and crayons  or other care items during office hours.

Cuddle Bags

Concealed Carry Permit

August 9 at 9:00 A.M.

Roger Judd, certified by the NRA, will present a class where you can receive your Concealed Weapon Permit. 

Cuddle Bags

Medicare & Social Security Seminar

September 9 at 10:00 A.M. and 6:00 P.M

An overview of Medicare, different options. and where to find information will be presented by Josh White, a Health Benefits Adviser. Dail Meikle, a Financial Advisor, will present information regarding the basics of Social Security, collecting it, and how to maximize your Social Security.

Cuddle Bags

Travel – Cruising

November 14 at 10:00 A.M.

Taylor Forsberg, a travel agent, will help us understand how a travel agent can help get a good deal on cruises and how they can help vs doing it on your own.

Cuddle Bags

Feed the Homeless – The Andre House

December 5 at 9:00 A.M.

This will be our 6th annual Feed the Homeless event where we will be making 300 lunch bag meals to help feed the homeless and deliver them to the Andre House who ministers to the homeless and poor populations in the Phoenix area.

The charitable entities and/or fundraising opportunities described herein are not endorsed by, or affiliated with, Cetera Advisor Networks LLC or CWM, LLC. Our philanthropic interests are personal to us and are not reviewed, sponsored, or approved by Cetera Advisor Networks LLC or CWM, LLC.

Past Events

Volunteer Opportunity at Westside Food Bank
West Side Food Bank

Do you know that volunteerism is on the decline in the United States? Help us buck the trend as we spend the morning volunteering at the Westside Food Bank. We’ll sort food, fill orders and help out however we can.

Cyber Security & Fraud Prevention
February 2024
Cyber Security

Scams and fraud attempts are on the rise. Join Financial Advisor Dail Meikle, CFP®, CEPA® for a review on best practices for safety against email scams and fraud.

Box Gardening
April 2024
Box Gardening Class

Learn all about the hot trend of box gardens from Bruce Eisenhauer, Financial Advisor, & Lorene Eisenhauer, who have successfully created and maintained box gardens for years. Get valuable advice and ask your questions with two seasoned box gardeners.