Broker Check

Events

Upcoming Events

June 2, 2026

12:00p - 3:00p

Defiance Ridge Vineyards

Client Appreciation Luncheon

We are hosting a Client Appreciate Luncheon at Defiance Ridge Vineyards. Active clients will receive an emailed invitation. We hope you can join us!

Past Events

April 24, 2026

9:30a - 11:30a

Blattel & Associates

Morning Social & Shred Event

Join us for a fun and productive morning! Please stop by anytime from 9:30-11:30 AM on Friday, April 24, to chat with our team, enjoy coffee and donuts, or safely shred and dispose of old documents. A shred truck will be available outside our offices (1258 Jungermann Road). Stop by, even if you don't have documents to shred.

March 26, 2026

7:00p - 8:00p

Webex Event

Market & Economic Update Webinar

Join us on Thursday, March 26, at 7:00 pm for our Market & Economic Update webinar, where we’ll break down what’s driving markets today and what investors should be watching next. In just 60 minutes, we’ll help you cut through the noise and stay focused on what matters most.

February 13, 2026

1:00p - 5:00p

Third Wheel Brewing

On Tap with the Blattels: A Local Brewery Tour

Please join us on Friday, February 13, for a private tour featuring round-trip transportation and multiple St. Charles County brewery stops, with a beer included at each location. Space is limited, so be sure to RSVP early.

January 27, 2026

12:00p - 12:30p

Webex

2026 Tax Updates Webinar

Join us for a 30-minute lunchtime webinar as SEI's Hank Kulik presents an essential overview of the 2026 tax law changes. Discover how the new rules under the One Big Beautiful Bill Act may impact your retirement income, estate planning, and charitable giving this year.

December 3, 2025

12:00p - 12:45p

Webex

CyberSecurity Webinar

Join us December 3rd at noon (CT) for a Cybersecurity webinar with Marco Galvin, Director of IT at Prospera Financial Services. Learn best practices for managing, protecting, and recovering online accounts to keep your digital life secure.

November 14, 2025

3:30p - 5:30p

Blattel & Associates

Holiday Open House

Celebrate the start of the holiday season with us! Join us on the afternoon of Friday, November 14, for refreshments and to mingle with our team. This is an open house, so stop by anytime and stay as long as you’d like. RSVPs are appreciated, but not required.

November 1, 2025 - December 2, 2025

8:30a - 4:30p

Blattel & Associates

Holiday Toy Drive

Every year, we pour our energy and our hearts into our Holiday Toy Drive. We are collecting donations of new or gently used, unwrapped toys to support families this holiday season. To donate, drop off toys at our office now through December 2nd. Or, you can shop our Amazon Wish List online and have items shipped directly to Employment Connection.

October 28, 2025

7:00p - 8:00p

Webex Event

Market & Economic Update Webinar

Please join us for our upcoming webinar. We're hosting a 60-minute educational webinar to update our clients on the market and economy with guest speaker Matt Potter of SEI.

September 18, 2025

5:00p - 7:00p

Old Hickory Golf Club

Fall Client Event

Please join Blattel & Associates on Thursday, September 18th, for a social evening of appetizers and drinks at Old Hickory Golf Club. Guests are welcome, and we kindly request that you RSVP by September 11th to reserve your space.

August 7, 2025

7:00p - 8:30p

Blattel & Associates

Ice Cream Social

Cool off from the summer heat with our Ice Cream Social! Our clients and their families are invited to stop by our office parking lot on August 7th for a cold treat from the ice cream truck and good conversation. Bring your grandkids or any other family with a sweet tooth!

July 17, 2025

12:00p - 12:45p

Webex Event

Planning for Long-Term Care Webinar

Join us for a lunchtime educational webinar on Planning for Long-Term Care with Michael Tessler, Risk Management Consultant at First Element. He’ll cover key strategies for paying for long-term care, including insurance, Medicaid, private pay, and other financial tools. Learn how to prepare for the potential costs and protect your financial future. Invite your friends and loved ones.

June 12, 2025

7:00p - 8:00p

Webex Event

Market & Economic Update Webinar

Please join us for our upcoming webinar. We're hosting a 60-minute educational webinar to update our clients on the market and economy with guest speaker Matt Potter of SEI. 

May 13, 2025

12:00p - 12:30p

Webex Event

Avoiding Medicare Mistakes in Retirement

Please join us for our upcoming webinar. We're hosting a 30-minute educational webinar on Medicare "Avoiding Medicare Mistakes in Retirement" with guest speaker Margo Steinlage, President & Medicare Broker of Steinlage Insurance Agency. Feel free to invite your friends and loved ones. 

May 10, 2025

9:30a - 11:30a

Blattel & Associates

Morning Social & Shred Event

Join us for a fun and productive morning! Please stop by anytime from 9:30-11:30 AM to chat with our team, enjoy coffee and donuts, or safely shred and dispose of old documents.  A shred truck will be available outside our offices (1258 Jungermann Road). Stop by, even if you don't have documents to shred.

Event Registration

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