Events

December 10, 2017 – Saugatuck Financial Client Event

Saugatuck Financial welcomed over 150 clients, team members and guests to Longshore Park in Westport, CT for our 3rd annual holiday event. The event featured horse drawn carriage rides provided by Allegra Farms, Ice Skating at the Westport PAL Rink, Hot Cocoa and Hot Apple Cider and Toddy Bar, Bagels, Lox and all the fixings, an riveting accapella performance by the Yale Spizzwinks, a highly competitive gingerbread house decorating contest, lunch catered by Super Duper Weenie and a bonfire with smores overlooking the beautiful Long Island Sound. It was an amazing day and we were honored to spend it with out client, team and planning partner families!

2017 Client Visit

December 12, 2017 – Saugatuck Financial Santa Visit

The Westport Human Services Department, Westport Firefighters and Saugatuck Financial teamed up for the third year in a row to provide early Christmas gifts and a visit with Santa for local families and their young children. Santa arrived by fire engine to surprise the children. The evening truly was magical and our team was grateful to be a part of it again!

2017 Santa Visit

Tuesday December 13, 2016 – Saugatuck Financial Sponsors Santa Visit for Local Children

The Saugatuck Financial Elves brought smiles and cheer to local families yesterday at a Santa visit organized by members of the Westport Fire Department, the Westport Center for Senior Activities and the Westport Department of Human Services. As part of the Westport Uniformed Firefighters Charitable Foundation's third annual Santa Gift Run, Santa arrived by fire engine to distribute gifts purchased by Saugatuck Financial. Seeing the joy of these families and how the children lit up upon opening gifts they had been wishing for was truly heartwarming. Happy holidays!

2016 Santa Visit

September 27, 2016 – Saugatuck Financial Sponsors Inaugural Golf Classic

On Tuesday September 27, 2016, Save the Children hosted their first annual Golf Classic Fundraiser at the Patterson Club in Fairfield, CT. Saugatuck Financial was honored to support the event and sponsored two foursomes comprised of team members, clients and guests. The event was a huge success and in addition to having a great time and making a difference in the lives of children in the US and around the world, Save the Children was able to surpass their first year fundraising goals for the event! Adding to the excitement of the day was participation by several pro athletes including John Starks, Stephen Baker, Herb Williams, Otis Anderson, Carlos Franco, Jane Geddes and former NY Met’s manager Bobby Valentine! Saugatuck Financial guest Ryan Benevides won the longest drive competition and the entire team had a fantastic time supporting a great cause.

2016 Inaugural Golf Classic

March 3-4, 2016 – Charise and Schor Host Financial Planning Seminar

In March 2016, Justin and Al hosted 30 Northwestern Mutual Financial Representatives from across the East Coast in Stamford, CT. Together, they led two days of presentation and discussion on their approach to comprehensive financial planning, including strategies, industry standards and best practices.

Breaking Boundaries photos

December 16, 2015 – Saugatuck Financial Sponsors Santa Visit For Local Children

Santa arrived by firetruck to greet and bring early gifts to local children gathered at the Westport Center for Senior Activities. The event was coordinated by the Department of Human Services and was included as part of the second annual Santa Gift Run organized by the Westport Uniformed Fire Fighters Charitable Foundation. Gifts were sponsored and wrapped by Saugatuck Financial, refreshments were donated by Trader Joe’s and goodie bags were donated by Saugatuck Sweet Shop to create an exciting, fun and festive afternoon.

Santa visit photos

December 5, 2015 – Saugatuck Financial Client Event at Maple Row

On Saturday December 5, we hosted several of our CT-based client families for a day of holiday festivities. Our full day tailgate included morning snacks, a comprehensive hot chocolate and hot apple cider bar for kids and adults alike, a catered lunch by Super Duper Weenie of Fairfield, lots of lawn games, a fire pit and holiday arts and crafts for the kids. While at the farm, families were also able to visit the oxen and take a hay ride into the farm to find and cut the perfect Christmas Tree. The weather couldn’t have been better and we had such an amazing time and deeply enjoyed the opportunity to spend the day with our client families and introduce our full team.

Maple Row photos Maple Row photos