Here at Encore, we focus on delivering value to our clients. We do this not only through the tax and advisory services we provide, but also by partnering with our clients.

As part of our commitment to our clients, we host informative and beneficial seminars on topics that we feel are relevant to them. This month we hosted part 2 of our planning series entitled “A Wholistic Approach to Planning”. During this seminar, we explored what Estate planning means, the different strategies and options available and how to avoid the pit falls that most people are prone to.

Our Q&A session was far from dull as we answered many of our client’s questions, joked and gave insight into situation specific strategies.

A special thank you to our guest speakers from Potente Law and Northwestern Mutual.

If you are interested in attending our next client seminar, please contact Susan Lee at 858-549-7100 or by email susan.lee@encorepartnersllp.com.

After another brutal busy season, Encore Partners continues to thrive and excel – and what better way to celebrate than with our 3^rd annual Evening of Excellence!

This year’s event was the biggest yet allowing us the opportunity to enjoy fine wine and food with those who made our successes possible: our marvelous clients and magnificent networking partners.

This year was indeed a turning point for us for many reasons, wins and blessings throughout the year made our unimaginable goal into reality, but we also remembered the challenges we faced in the past. Those trials have shaped us into the firm that we are today and humbled us through the years.  We are ever grateful that we have been able to reap the rewards of our hard work year after year.

But of course, we do still have questions going forward, with one perpetually coming up: How do we remain as a valued firm? To answer that, we compiled a video with interviews from a few of our valued clients. Their insights were inspiring and left us with a sense of clarity and direction.

But the excitement wouldn’t stop there – we still had many beautiful gift baskets to give away! With the fabulous gift baskets of themes in Tuscan, snack, breakfast, coffee, and to-be-cooked goods, it’s no wonder that guests were exhilarated to see who won them. So, congratulations to our winners. Our Evening of Excellence was filled with great food, wines and drinks with live music. Our face to face gathering put smile and laughter on all of us as we witnessed new relationships forming among our clients, colleagues and networking partners.

It was indeed the evening of celebration of our excellence and success with those who have been on this journey with us.  Our growth is hand in hand with theirs, and we wish nothing but to continue to flourish with them. We are and always will be in the business of helping yours.

Here is to our unstoppable journey towards excellence together!

Thank you for making our journey possible.

*Click here for our full photo gallery for the event.