Events

Check out information on upcoming and past events we’re pleased to offer you, virtually and/or in person, on a variety of topics.

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The Compass Update
TOPICS TO INCLUDE: US Economy and Geopolitics Martin County Police Athletic League and Martin County Youth Florida Property Taxes, Insurance, and Human trafficking Cocktails and light appetizers will be served. HOST: MICHAEL DADKO, CFP®️ CLTC®️ CDFA®️ Executive Vice President / Wealth Management Financial Advisor SPEAKERS: TOBIN "TOBY" OVERDORF Florida House of Representatives District 18 NOEL DEVALLE Martin County Sheriff Police Athletic League Executive Director DATE AND LOCATION: Thursday, November 13th, 2025 4:00pm-5:00pm Forum 5:00pm-6:00pm Cocktails Willoughby Golf Club 3001 Southeast Doubleton Drive, Stuart, FL 34997 RSVP to Diane Dadko at 772-219-2024 or ddadko@janney.com You are encouraged to bring a guest!
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Recent Event: Year-End Planning: Tax and Estate
As the end of 2025 approaches, there’s a lot to consider when it comes to estate and tax planning—particularly for clients with more complex wealth.
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Recent Event: A Medicare Primer
Take control of your Medicare journey by joining Janney’s exclusive client webinar!
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Recent Event: Janney's Mid-Year Market Update
What’s next for the economy and markets?
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Recent Event: Cybersecurity and AI Best Practices
The threat of cybercrime and identity theft looms larger than ever.
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Recent Event: Holistic Financial Strategies for Business Owners: Build, Grow, and Transition
Did you know an estimated 65 to 80% of a business owner’s net worth is tied to their business?*
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Recent Event: Maximize the Value of Your Business with Insights from an Investment Banker
If you own a business, selling your company could be the most important financial transaction you’ll undertake.
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Recent Event: Janney’s 2025 Market Outlook
What can we expect for the economy and markets in 2025?
Preferred Communication Method
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.