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.
The Compass Update
Join us for a complimentary forum as local professionals discuss maintaining and managing wealth in the current environment and moving forward.
Topics to include:
US economy and geopolitics - What to expect in 2025
Local Taxes - Martin County growth and new condominium requirements
The Alzheimer's research and treatment landscape
HOST:
MICHAEL DADKO, CFP®️ CLTC®️ CDFA®️
Executive Vice President / Wealth Management
Financial Advisor
GUEST SPEAKERS:
DARLENE VANRIPER
MC Taxpayers Association
VANESSA RODMAN
Alzheimer’s Research and Treatment Center
DATE:
Thursday, January 23rd
3:00-4:00pm Forum
4:00-5:00pm Cocktails
LOCATION:
Willoughby Golf and Country Club
2001 SE Doubleton Dr, Stuart, FL 34997
RSVP to Diane Dadko at 772-219-2024 or ddadko@janney.com
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.
Recent Event: A Medicare Primer
What's Medicare? Do you need it? How and when do you enroll?
Recent Event: Janney's 2024 Mid-Year Market Update
What’s next for the economy and markets?
Recent Event: Cybersecurity
Simple Safeguards: How to Protect Yourself from Identity Theft and Cybercrime.
Recent Event: Tax & Estate Planning
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.
Recent Event: The Washington Update
Year-End Planning & Election Update with Jeff Bush.
Janney’s 2025 Market Outlook
What can we expect for the economy and markets in 2025?
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.
