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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.
The Compass Update
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
Up Next: The Washington Update
Year-End Planning & Election Update with Jeff Bush.
Recent Event: A Medicare Primer
What's Medicare? Do you need it? How and when do you enroll?
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.
