Events
Join us for educational workshops and client events designed to keep you informed, connected, and confident in your financial decision-making.
A Looming Recession, Record High Inflation, New Tax Implications of the One Big Beautiful Bill, and Struggling Global Economies.
Location: Morton’s The Steakhouse –
5050 Town Center Cir Ste 219, Boca Raton, FL 33486
Time: 6:30pm
These Topics and More Will Be Discussed:
- Stock Market Volatility
- Estate Planning
- Tax Mitigation Strategies
- Record High Inflation
- Legacy Wealth Building
Multiple Dates Available in 2026:
- January 20th & 22nd
- February 24th & 26th
- March 24th & 26th
- May 12th & 14th
- June 9th & 11th
- July 14th & 16th
- August 18th & 20th
- September 15th & 17th
- October 20th & 22nd
- November 10th & 12th
Please fill out this form to register for an upcoming event.
