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 2024
Local Homeowner's Insurance
Martin County Law Enforcement Update
Host: Michael Dadko | EVP/Wealth Mgmt | Financial Advisor
Guest Speakers:
Tami Karol | Owner, Founder | Tami Karol Insurance
John Budensiek | Chief Deputy | Martin Couty Sheriff's Office
Cocktails and light appetizers will be served.
Location:
Willoughby Golf Club
3001 Southeast Doubleton Drive, Stuart, FL 34997
Date and time:
Thursday, April 11th
3:00pm-4:00pm Forum | 4:00pm-5:00pm Cocktails
Recent Event: Tax & Estate Planning
Whether it’s the possibility of tax laws changing soon or recent updates impacting inherited retirement accounts, there’s a lot to consider when it comes to tax and estate planning.
Recent Event: Janney's 2024 Market Outlook
What can we expect for the economy and markets in 2024?