BFG Events
At BFG, financial planning is personal — and that means getting to know our clients beyond the spreadsheet. Every year we host events that bring clients, families, and the community together.
Events That Build
Community
Kentucky Derby Party
Our annual Kentucky Derby Party brings clients together for an afternoon of fun, food, and friendly wagering. One of BFG’s most beloved client events each spring — check in with us for upcoming dates.
Annual Golf Outing
A longstanding BFG tradition — clients and friends gather for a round of golf, good conversation, and a relaxed day away from the office. Past outings have drawn enthusiastic participation year after year.
Wine Tasting Events
BFG wine tastings have become a client favorite — an intimate evening exploring different varietals alongside fellow clients and the BFG team. A relaxed way to connect outside of planning conversations.
Annual Client Appreciation
Our yearly celebration of the relationships we’ve built. A relaxed evening with clients, families, and friends — because great financial plans are built on great trust, and that trust deserves to be celebrated.
Financial Literacy Workshops
Live educational sessions covering budgeting, investing, debt elimination, retirement planning, and financial independence — in plain English, open to clients and their families.
Community
Sponsorship & Community Events
BFG actively participates in and sponsors community events throughout the Kettering and Dayton area — connecting with clients and neighbors in the places that matter most to Southwest Ohio.