Annual Client Dinner 2022

Dear Friends,

Unfortunately, as Covid fades into the background new challenges emerge. We’ve talked about this before, let’s talk about it again.

Inflation at scorching levels, continued war in Ukraine, rising interest rates, and a midterm election in November, there’s no shortage of things to talk about. If you’ve attended previous client dinners, you know that we use that time to find facts, share expert opinions, and find strategy. I believe 2023 will bring a turning point in economic trends and I’m looking forward to sharing with you everything we’ve been thinking about and monitoring.

Please join us at our Tenth Annual Client dinner on Friday July 29. 2022 at the Farmington Polo Club with suggested arrival between 5 – 5:30pm.

Each summer we host this dinner as a way to communicate updates and ideas, but also for clients and friends to interact together. It’s one thing to meet with your advisor at your kitchen table but another thing altogether to talk with 200 other clients about their thoughts and ideas too. We believe that interacting together like this is an important part of the experience of working with us.

This year’s party theme will be “Kentucky Derby”!

We’ve found that our guests enjoy dressing the part, and if you’re into it you might Google up “Kentucky Derby attire” where you’ll find it’s all about the hats and the outrageous outfits. What fun! Please partake if you like. You’ll be able to attend a live polo practice with hor d’ oeuvres and signature drinks, plus an expert guide to tell you about the action and answer your questions. You can meet and greet the horses, have a photo op, and once again our good friends from the Locomotion band will also be back with their power horn section and dance grooves.

An open bar will be available from 5pm to 10pm with cash bar afterwards for our night owl friends. Plenty of parking is available on site, and our interns will be piloting a few golf carts to help those with difficulty walking get around the grounds. The cigar bar will be open after dinner, and as always if you are unable to attend the event, our friends from First Light Videography will be recording the event to be posted shortly after.

To reserve your seat, contact our Operations Manager Catherine Coburn now at 860.218.2048, or via email at Catherine has also been instructed that she is held directly responsible for ensuring good weather for the event, so be sure to let her know that you will be expecting nothing less than a pleasant and warm evening

As always, your guests are welcome – – and encouraged!!

Charles Wareham, CEO
Financial Advisor, Registered Principal

Security and advisory services offered through Independent Financial Group, LLC, a registered broker-dealer and investment advisor. Member FINRA and SIPC.

Vaylark Financial Services and Independent Financial Group are affiliated but separate entities.

10th Annual Client Dinner – Farmington Polo Club

162 Town Farm Rd, Farmington CT

Guess what. The stimulus that we have spent to get out of Covid is now three times more than the stimulus we spent to get out of the 2008 financial crisis, which is on top of the already monumental national debt we had before we got here. We are becoming increasingly numb to the dangers of massive debt and spending, and sooner or later the other shoe will drop. It’s inevitable. It will arrive in the form of inflation, taxation, increased regulations, increased business and investment challenges, and more. And we haven’t even discussed China, Europe, or the Middle East yet. Each and every investor should take their own investment risk pulse and measure it against the State of the World today.

BUT – fun fact… the words that appear above are actually from LAST YEAR’s client dinner invitation. So, did we get it right? Are all the things we talked about last year coming to fruition now?

Each year we host this dinner so that we can talk and forecast and discuss with each other what’s going on and what we think we should do next. We think the information is spot on, and I hope this year will be no different. This market and economy is experiencing a rolling series of unsynchronized events and hopefully we can use our combined brainpower to find a path forward.

As always, the presentation will be short but poignant, fueled by the best research we can find. We’ll use the best thinking we can deploy, illustrated with graphics that helps to make a point, with our investment partners on hand to help add detail. I hope you and your guests will be able to join us once again.

Friday, July 29th 2022
Farmington Polo Club

162 Town Farm Rd, Farmington CT
w/Kentucky Derby Theme Attire!

Suggested arrival 5-5:30pm with signature drinks and hor d’oeuvres & polo practice viewing with pro on hand to answer questions
Dinner stations open at 6:30pm
Market Outlook presentation at 6:45pm
Open bar 5pm – 10pm with cash bar after
Live Band LocoMotion from 7:30 – 10pm

Carving Station Style Dinner includes:

Fresh Garden Salad Bar, Charcuterie,
Carving Stations with Turkey, NY Strip Steak,
Pasta Penne alla Vodka & Tortellini Alfredo
Mashed Potato Bar, Impressive Viennese Desert Table

Dinner options are all self-serve and self-selection

Meet and greet our sponsors and partners:

Fidelity Investments, The Hartford Funds, Jackson National, Sierra Funds, Allianz, Russell Investments, First Trust, Athene, Swan Global, American Funds

To RSVP or for more info, please contact Catherine at 860.218.2048


Charles Wareham, CEO

Financial Advisor, Registered Principal

Charles is a thought leader, people leader, and wealth manager with a vibrant outlook on life. He began his career in 1992 with American Express Financial Advisors, and currently serves as CEO at Vaylark Financial Services in Downtown Hartford where he has led the firm to have been awarded Best Financial Consultant in the Hartford Awards Program for seven consecutive years. In this brief presentation we’ll discuss stimulus, national debt, taxes, inflation, market outlook, risk management and more.

Presented by Vaylark Financial Services 750 Main Street Suite 400 Hartford, CT 06103 | 860.218.2048
Securities and advisory services offered through Independent Financial Group, LLC. Member FINRA and SIPC. Vaylark Financial services and Independent Financial Group are affiliated but separate entities.

Have A Question?

Our team would be happy to help you with any questions or ideas.Feel free to reach out at anytime.