Events
Upcoming Events
June 12, 2026
5:30p - 7:30p
Big L Ranch
Pick, Play & Plan Client Appreciation 2026
All guests receive one pound of you-pick blueberries [additional weight is available for purchase]. Magical Max, a local magician, will be providing entertainment. A grazing table will be provided. We will have a brief presentation regarding investing. This is a family friendly event. Feel free to bring a guest.
Securities and advisory services are offered United Planners of America, Member FINRA/SIPC. Material discussed is meant to provide general information and it is not to be construed as specific investment advice.
Representatives are Registered Representatives offering Securities and Advisory Services through UNITED PLANNERS FINANCIAL SERVICES, Member: FINRA, SIPC. Lippincott Financial & Insurance Services and United Planners are not affiliated.
Past Events
November 22, 2025
11:00a - 1:00p
Refuge Armona
Lippincott Financial Gives Back--and you're invited!
Join our family as we assist Refuge Armona, a non-profit after school program, in preparing Blessing Baskets for distribution to families in need. Our family will be there and have pledged to make a $100 donation to Refuge Armona for every Lippincott Financial household who shows up on the 22nd to volunteer. We are blessed to be in a position to give and look forward to working alongside our friends at Refuge Armona and you, our clients. We will be providing lunch for all of the volunteers.
May 18, 2025
3:00p - 5:00p
Big L Ranch
Pick, Play & Plan: Client Appreciation Event
Bring your family and enjoy complimentary blueberry picking, live music, and a conversation about generational wealth transfer. Take advantage of the this area's agricultural bounty in the shadow of the foothills. This is an opportunity for us to engage with you and your guests in a casual setting. There is a lovely covered area with seating as well as a separate grassy beach by the river. Live music and a grazing table will be provided. We will be sharing things to consider when passing your wealth to your children.
April 3, 2025
Online Video Webinar
Maximizing Social Security - April 3
This course provides fundamental working knowledge of the Social Security benefit program as it applies to retirement planning. You will gain access to information that will address the complexities of navigating the system, the potential costs of planning mistakes, common benefit decision scenarios, the treatment of inflation and taxes, and so much more. This is not a financial sales seminar; it is a financial course where you will gain knowledge that can help you make sound Social Security benefit decisions.