Events
Join us for educational workshops and client events designed to keep you informed, connected, and confident in your financial decision-making.
Exclusive Dinner Seminars
Navigating Today's Economy
Volatility • Inflation • Estate • Legacy • Planning
Join WealthCare Financial for an educational dinner designed to help retirees and pre-retirees better understand today’s economy, retirement income planning, tax strategies, estate considerations, and how to protect and grow wealth with confidence.
What We’ll Cover:
- Stock Market Volatility
- Tax Mitigation Strategies
- Planning for income and healthcare costs
- Legacy wealth building and estate planning
- Structured Bank Notes
Location:
Morton’s Steakhouse
5050 Town Center Cir Ste 219,
Boca Raton, FL 33486
Seating is limited and reservations are required.
Navigating Today's Economy
Volatility • Inflation • Estate • Legacy • Planning
Join WealthCare Financial for an educational dinner designed to help retirees and pre-retirees better understand today’s economy, retirement income planning, tax strategies, estate considerations, and how to protect and grow wealth with confidence.
What We’ll Cover:
- Stock Market Volatility
- Tax Mitigation Strategies
- Planning for income and healthcare costs
- Legacy wealth building and estate planning
- Structured Bank Notes
Location:
Morton’s Steakhouse
5050 Town Center Cir Ste 219,
Boca Raton, FL 33486
Seating is limited and reservations are required.
Client Events - Connecting Beyond the Office
At WealthCare Financial, we periodically host client events designed to provide educational value, strengthen communication, and create opportunities for clients to engage with our team in a more informal setting.
These events may include educational discussions, seasonal gatherings, and community-focused experiences. They are intended to support ongoing client communication and provide a setting for clients to learn, ask questions, and stay connected with our firm.
WealthCare Financial hosts a Annual St. Patrick’s Day mini golf tournament at PopStroke, where attendees have the opportunity to enjoy a day full of mini golf, friendly competition, food, and casual conversation with members of our team.
Each year, WealthCare Financial hosts our annual Pie Day event as an opportunity to connect with clients in a casual setting and express appreciation during the holiday season. Clients are invited to stop by, say hello to our team, and pick up a pie to enjoy with family and friends.
WealthCare Financial hosted it’s first Exclusive Santorini inspired art class led by Lynn Stender, Resident-Artist of The Boca Raton for over 20 years.
Followed with an elegant Galentine’s Day brunch, curated for meaningful conversation and shared moments
WealthCare Financial is committed to staying engaged in the communities where our clients, team members, and families live and work. Through local sponsorships, charitable initiatives, and community involvement, we look for meaningful ways to support causes that align with our firm’s values.
