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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.

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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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Up Next: 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!
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.
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