Our Events
At Dreams Financial, we believe that managing finances should be as enjoyable as it is insightful. Beyond crunching numbers and strategizing your financial future, we’re all about creating memorable experiences and having a great time. Join us at our lively events where learning meets fun, and discover how we blend financial wisdom with excitement. Because here, it’s not just about the numbers—it’s about making every moment count!
PRESENTATIONS
FINANCIAL LITERACY
We deliver impactful presentations in workplaces across industries—helping individuals and business owners take control of their personal and business finances, optimize for taxes, and build lasting financial confidence. Education that empowers. Growth that lasts.
NOVEMBER 2024
MDRT EDGE
A milestone moment for our team — from powerful presentations and meaningful connections to unforgettable team bonding. We proudly witnessed our leaders, Alex and Steph, take the stage for the first time at this renowned event. Surrounded by insightful minds and resourceful peers, we left inspired, empowered, and grateful for the growth.
ANNUAL
WHISKEY TASTING EVENT
We welcomed clients and guests to an unforgettable night at Le Parloir, in partnership with Samuel Benizri Real Estate. The evening featured premium whiskeys, gourmet hors d’oeuvres, and meaningful connections—celebrating client appreciation, networking, and shared moments in style. This cherished annual event is quickly becoming a tradition we look forward to continuing.
