The Compass Update

Join us for an exclusive event for successful retirees and those nearing retirement, focused on navigating today's environment and what it means for your wealth.
News Photo

FUTURE EVENT: NOVEMBER 2026


Details to be announced.


RSVP TO: DIANE DADKO / DDADKO@JANNEY.COM / 772-219-2024

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LAST EVENT: MAY 21, 2026


Local Professionals discussed:

  • Impacts of global events on the economy and strategies for managing market volatility
  • Home health care and how being proactive can help you get the most out of your long-term care strategy
  • Hurricane insurance and how to protect yourself before, during and after a storm


DETAILS:

  • Location - Willoughby Golf Club / 3001 Southeast Doubleton Drive, Stuart, FL 34997
  • Time - 3:45pm-5:00pm Forum / 5:00pm-6:30pm Cocktails and light appetizers


HOST:


MICHAEL DADKO, CFP® CLTC® CDFA®

Managing Director

Financial Advisor


GUEST SPEAKERS:


WILLIAM "DAVID" SNYDER

Chief Executive Officer

Evergreen Private Care

Topics: Home health care and how being proactive can help you get the most out of your long-term care strategy

TAMI KAROL

Owner | Founder

Tami Karol Insurance

Topics: Hurricane insurance and how to protect yourself before, during and after a storm



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