Save Your Spot

The top money trends, the headlines and the key financial fundamentals, all in an open forum. At our live events, we want to share — and discuss — vital information with our clients and our community.

Find the next live event or webinar that works for your schedule and your interest.

July 29
Social Security Timing & Strategies Seminar
6:30 pm | Westchester Regional Library – Meeting Room
9445 Coral Way
Miami, FL 33165 United States
August 1
Social Security Timing & Strategies Seminar
6:30 pm | Westchester Regional Library – Meeting Room
9445 Coral Way
Miami, FL 33165 United States
August 3
Understanding Estate Planning
10:30 am | Weston Library – Meeting Room
4205 Bonaventure Blvd.
Weston, FL 33332 United States
August 5
Understanding Estate Planning
6:30 pm | Pine Island Multipurpose Center – Meeting Room
3801 S Pine Island Rd
Davie, FL 33328 United States
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