Updated Sunday, December 21, 2014 as of 5:41 AM ET

8 Great Tricks for Effective Client Events

Caroline Kennedy stood demurely Wednesday evening in a short black-and-white cocktail dress, a smudge of gray still on her forehead from earlier Ash Wednesday observations. Surrounding her were about 50 clients and friends of planners Derek Holman and Brian Parker, co-founders of EP Wealth Advisors in Torrance, Calif.

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