Attend an Event
Our events focus on common financial concerns that individuals and families face in retirement, things like how to prepare for unexpected medical expenses and ways to create income to help support your desired lifestyle.
Attend one of our events to learn how addressing these concerns can help you feel more confident about the days ahead.
Upcoming Events:
January 25, 2024
Dine and Discover | Retirement Realities
6:00 pm | Hilton Garden Inn
3505 Kyoto Gardens Drive
Palm Beach Gardens, FL 33410 United States
Palm Beach Gardens, FL 33410 United States
February 15, 2024
Dine and Discover | Last Minute Tax Planning
6:00 pm | Hilton Garden Inn
3505 Kyoto Gardens Drive
Palm Beach Gardens, FL 33410 United States
Palm Beach Gardens, FL 33410 United States
March 28, 2024
Dine and Discover | Catastrophic Events
6:00 pm | Hilton Garden Inn
3505 Kyoto Gardens Drive
Palm Beach Gardens, FL 33410 United States
Palm Beach Gardens, FL 33410 United States
April 18, 2024
Dine and Discover | Identity Theft
6:00 pm | Hilton Garden Inn
3505 Kyoto Gardens Drive
Palm Beach Gardens, FL 33410 United States
Palm Beach Gardens, FL 33410 United States
August 7, 2024
Dine and Discover | MoneyMatters Live
6:00 pm | Hilton Garden Inn
3505 Kyoto Gardens Drive
Palm Beach Gardens, FL 33410 United States
Palm Beach Gardens, FL 33410 United States
September 26, 2024
Dine and Discover | Tax Policy
6:00 pm | Hilton Garden Inn
3505 Kyoto Gardens Drive
Palm Beach Gardens, FL 33410 United States
Palm Beach Gardens, FL 33410 United States
November 7, 2024
Dine and Discover | Fiscal Finale
6:00 pm | Hilton Garden Inn
3505 Kyoto Gardens Drive
Palm Beach Gardens, FL 33410 United States
Palm Beach Gardens, FL 33410 United States
December 18, 2024
Dine and Discover | Budgeting
6:00 pm | Hilton Garden Inn
3505 Kyoto Gardens Drive
Palm Beach Gardens, FL 33410 United States
Palm Beach Gardens, FL 33410 United States
Rather Meet
One-on-One?
Schedule a meeting with one of our team to create your financial strategy today.
