The Compass Update

Our recurring, complimentary forum where local professionals discuss maintaining and managing wealth in the current environment and moving forward.
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TOPICS TO INCLUDE:

  • US economy and geopolitics - What to expect in 2025 and 2026
  • To be announced
  • To be announced


Cocktails and light appetizers will be served.


HOST:

MICHAEL DADKO, CFP® CLTC® CDFA®

Executive Vice President / Wealth Management

Financial Advisor


DATE AND LOCATION:

Date to be announced


Willoughby Golf Club

3001 Southeast Doubleton Drive,

Stuart, FL 34997


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LAST EVENT: MARCH 6, 2025


SPEAKERS:


TAMI KAROL

Tami Karol Insurance Agency

TOPIC: Insurance rates, Auto insurance, and protecting your assets with an umbrella



JOSEPH CATRAMBONE

President and CEO

Stuart Martin County Chamber of Commerce

TOPIC: The local business economy, recent successes, and the future for Martin County


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PREVIOUS EVENT SPEAKERS:

DARLENE VANRIPER

MC Taxpayers Association

TOPIC: Local Taxes - Martin County growth and new condominium requirements


VANESSA RODMAN

Alzheimer’s Research and Treatment Center

TOPIC: The Alzheimer’s research and treatment landscape

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