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