Client Events

2013 Holiday Party Success!!

We had a lovely time at our annual holiday party on December 11th! We relish this opportunity to celebrate the holidays and wonderful relationships we share with valued clients and colleagues. 

As in years past, professional photographers snapped great holiday pictures and we held our annual charity raffle.  $100 was donated to each of the favorite charities of this year's raffle winners:

Craig Butler -- AARF (Animal Adoption & Rescue Foundation)
Chuck & Mary Ellis -- Make-A-Wish, Greater Bay Area
Jeannie Fafoutis -- Dress for Success
David Schecter -- Food First
Sally Wright -- East Bay Community Foundation

From all of us (somewhat zany people) to all of you, we wish you a wonderful Holiday Season!

Your friends at Team Ballou Plum


 "Countdown to the Affordable Care Act" Webinar
October 9, 2013
Replay Information

Our thanks go to our valued colleague and guest speaker, Colleen Callahan for a timely and informative webinar on current health insurance changes and challenges.  As owner of her own agency, Colleen Callahan Insurance Services, and with many years experience in this field, she is a well known and sought after professional in the industry today.  

We are providing a link to the webinar replay as well as a PDF of the slides used during the presentation. Feel free to reach out to us with additional questions that you have. 

Click here for the webinar replay (audio and video) - for Windows

Click here for the webinar replay (audio and video) - for Mac

Click here to view a PDF of the slides.

Your friends at Team Ballou Plum

Ballou Plum Fourth Annual Shred Party!! 

Thank you for joining us on Saturday, May 18th for a very successful spring cleaning celebration!  We enjoyed your company, good food and the morning entertainment -- shredding 137 boxes of discarded paper!

We wish you a summer filled with friends, family and adventure.  Thank you so much for working with us.  We value each and every one of you! 

Your friends at Team Ballou Plum