Recent Event: The Washington Update

Year-End Planning & Election Update with Jeff Bush.

Political and financial correspondent Jeff Bush of The Washington Update provided a nonpartisan analysis of what’s going on in Washington, the potential implications of the presidential election, and planning strategies to help you keep your financial goals on track.

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 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?

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

mdadko@janney.com

772.219.2026