Other Events You May Be Interested In
Check out information on upcoming and past events we’re pleased to offer you, virtually and/or in person, on a variety of topics.
COMPASS UPDATE
Topics to include:
US economy and geopolitics - What to expect in 2026.
Local Economy – Brightline, Witham Airport, Growth.
Foreign Affairs – NATO, Foreign assistance.
Thursday, January 15th
4:00pm-5:00pm Forum
5:00pm-6:30pm Cocktails
Willoughby Golf Club
3001 Southeast Doubleton Drive, Stuart, FL 34997
Up Next: Janney's 2026 Market Outlook
What can we expect for the economy and markets in 2026?
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.
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.
