The Compass Update

Join us for complimentary forum as 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
  • Additional topics and guest speakers 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:

Thursday, March 6th

3:00pm-4:00pm Forum

4:00pm-5:00pm Cocktails


Willoughby Golf Club

3001 Southeast Doubleton Drive,

Stuart, FL 34997


RSVP TO DIANE DADKO:

772.219.2024 | DDADKO@JANNEY.COM



LAST 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

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