Investor Community and Events

Welcome to our page showcasing the exciting events and vibrant community we have here at Bangerter Financial. Join us for an unforgettable experience filled with delicious food, great company, and fun activities. Check out some of the highlights below and join us for the next event! To show our clients how much we appreciate them through multiple events a year. We have Wine Down Wednesdays, Halloween parties, client appreciation parties at special venues with dinner drinks and live music included on us. Our clients are the reason for our success and we couldn’t do it without them. When you join the Bangerter team you’ll be invited to all our furnished outings! Drinks and food is on us! get the royal treatment here at Bangerter Financial Services
Burger and appetizers from a food truck

Wine Down Wednesday

WineDown Wednesdays are our opportunity to touch base and check in with our clients. Every quarter have an eventful night of food and wine featuring local wines and bites. Chefs Table from Rocklin, CA comes out and prepares custom menus to match our changing themes. Get out and network with like minded investors. Let the mingling begin!

View above the trees of a sunrise

Client Appreciation Party

Our clients are our favorite people to treat. Each year we throw a big bash to celebrate another healthy and happy year. Life is too short to miss the next client party! As a member of our investor community you will be invited to join us for a night of music, wine, food and celebrations. We throw this event once a year so don’t miss out.

Dinner Workshops

Join one of our many Dinner Workshops across the U.S. where we discuss your options and strategies as a real estate investor or high net worth individual. We offer a 1031 and tax strategies workshop where we cover opportunities for you to minimize you tax burden.


Interactive Learning

Engage in interactive learning with industry experts and gain valuable insights and knowledge.

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Renowned Speakers

Hear from renowned speakers who are experts in their field with years of experience and knowledge.

Jeff, Jana, and Rikki after a seminar

Delicious Food

Enjoy a scrumptious dinner while learning from our industry experts and expanding your network.

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Join our webinars and stay ahead of the game with the latest industry strategies, products trends and insights. Learn from our speakers and interact with other participants from the comfort of your own home. Expand your knowledge and network without leaving your house.


Attend from the comfort of your own home or office with just a few clicks.


Engage in lively discussions with other participants and ask questions to our expert speakers.


Choose from a variety of topics and schedules to find the perfect fit for your needs.