Events

In a continued effort to present different and interesting perspectives on the market, I am hosting a live webinar with Kieran Hughes of Western Asset Management Company. He will discuss the bond market, interest rates, and inflation. Once registered, you will receive a link to the webinar via email prior to the event.

Join us for a complimentary forum where local professionals discuss maintaining and managing wealth in the current environment and moving forward. Topics to include: US Markets and geopolitics Tax Guidance for year-end tax planning Artificial Intelligence landscape Host: MICHAEL DADKO, CFP®️ CLTC®️ CDFA®️ Executive Vice President / Wealth Management Guest Speakers: Nicholas Ferraro, CPA Certified Public Accountant of Ferraro and Ferraro CPAs Douglas Mustapick Vice President of Sales of Freedom Code Compliance Cocktails and light appetizers will be served. Location: Willoughby Golf Club 3001 Southeast Doubleton Drive, Stuart, FL 34997

Year-End Planning & Election Update with Jeff Bush.

What's Medicare? Do you need it? How and when do you enroll?

What’s next for the economy and markets?

Simple Safeguards: How to Protect Yourself from Identity Theft and Cybercrime.

Whether it’s the possibility of tax laws changing soon or recent updates impacting inherited retirement accounts, there’s a lot to consider when it comes to tax and estate planning.