The Compass Update

Join us Thursday, May 21 for an exclusive event for successful retirees and those nearing retirement, focused on navigating today's environment and what it means for your wealth.
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UPCOMING EVENT: MAY 21, 2026


Local Professionals will discuss:

  • Impacts of global events on the economy and strategies for managing market volatility
  • The local real estate market and getting the right home that fits your life
  • 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:


JANICE NORMAN

Broker Associate

Water Pointe Realty Group

Profile

Topics: The local real estate market and getting the right home that fits your life

TAMI KAROL

Owner | Founder

Tami Karol Insurance

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


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


FUTURE EVENT: NOVEMBER 2026


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LAST EVENT: THURSDAY, MARCH 12, 2026


GUEST SPEAKERS:


MARK MILLER

Director of Environment and Natural Resources Litigation

Pacific Legal Foundation

TOPICS: US Supreme Court

KIM PALISIN

Personal Trainer and Wellness Coach

U-fit by Kim

TOPICS: Health & Nutrition


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