Clients

Client Appreciation Happy Hour

This is how excited we are to invite you to Modern Family Finance’s Client Appreciation Happy Hour on Thursday, November 14th at 6:00 PM at at Comal in Berkeley.

Now that Jenni and Lisa have relocated back to San Francisco, this will be a wonderful opportunity to meet face to face. Cathy will also be joining us from Boston. We have a new team member, Marla Landa, who will be attending as well. It will be a fun evening to connect with other like-minded professionals in the Bay Area.

We’ve reserved a portion of the patio for our gathering from 6:00 PM to 8:00 PM, where we’ll be serving tacos and appetizers.

Note: This is an outdoor event. While heat lamps will be available, we encourage you to bring a jacket for extra warmth.

Location Details:

Comal is just two blocks from the Downtown Berkeley BART Station.
There is hourly parking available nearby at the Center Street Parking Garage.
Feel free to bring a friend.

Please RSVP to lisa@modernfamilyfinance.com by November 1st so we can plan accordingly.

We look forward to seeing you there!

Location

For our clients’ convenience, we conduct meetings virtually. While our home base is in San Francisco and the Bay Area, we proudly serve households across the U.S. and internationally.

Mailing Address

1999 Harrison St

Suite 1800

Oakland, CA 94612

415-295-6206

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