Past Events:
January 23rd, 2019: Seminar on Social Security at the Wellington Community Center
January 29th, 2019: Seminar on Social Security at the Wellington Community Center
February 9th, 2019: Client Appreciation Event at the Winter Equestrian Festival in Wellington
March 8th, 2019: Client Appreciation Event at Songwriters in the Round in Palm Beach
March 12th, 2019: Seminar on Taxes in Retirement at Romeo’s
March 20th, 2019: Seminar on Taxes in Retirement at the Wellington Community Center
March 26th, 2019: Seminar on Taxes in Retirement at Romeo’s
April 3rd, 2019: Seminar on Taxes in Retirement
April 11th, 2019: Seminar on Taxes in Retirement
May 2nd, 2019: Seminar on Pursuing a Better Investment Experience at Season’s 52
October 4th, 2019: Seminar on Social Security at Season’s 52
October 10th, 2019: Seminar on Social Security at Season’s 52
November 7th, 2019: Seminar on Social Security at III Forks
November 8th, 2019: Seminar on Social Security at III Forks
December 19th, 2019: Special Private Screening of Star Wars in Palm Beach
March 13th, 2018: Client Appreciation Event at the Winter Equestrian Festival in Wellington
November 8th, 2017: Client Appreciation Event at McCarthy's Wildlife Sanctuary in West Palm Beach
May 2nd, 2017: “Pursuing a Better Investment Experience” Special Dinner Presentation at Seasons52 in Boca Raton
April 19th, 2017: Capital Markets Update Event at the West Palm Beach Hilton Hotel
March 9th, 2017: "Pursuing a Better Investment Experience" Special Dinner Presentation at Seasons 52 in Palm Beach Gardens
February 16th, 2017: "Redefining Investment Advice" Special Dinner Presentation at Ruth's Chris in West Palm Beach
April 19th, 2016: Third Annual Shred Event and Identity Theft Awareness Presentation in West Palm Beach
December 17th, 2015: Special Private Screening of Star Wars: The Force Awakens in Delray Beach
May 12th, 2015: Second Annual Shred Event in Lake Worth
April 30th, 2015: Passport to Retirement Course at Palm Beach State College
April 23rd, 2015: Passport to Retirement Course at Palm Beach State College
March 31st, 2015: Passport to Retirement Course at Palm Beach State College
March 24th, 2015: Passport to Retirement Course at Palm Beach State College
February 11th, 2015: Passport to Retirement Course at Palm Beach State College
February 4th, 2015: Passport to Retirement Course at Palm Beach State College
January 22nd, 2015: Passport to Retirement Course at Palm Beach State College
January 15th, 2015: Passport to Retirement Course at Palm Beach State College
November 13th, 2014: Passport to Retirement Course at Palm Beach State College
November 6th, 2014: Passport to Retirement Course at Palm Beach State College
October 28th, 2014: Passport to Retirement Course at Palm Beach State College
October 21st, 2014: Passport to Retirement Course at Palm Beach State College
April 29th, 2014: First Annual Shred Event with former FBI agent Guest Speaker
January 25th, 2014: Client Appreciation Event at the Winter Equestrian Festival in Wellington
October 18th, 2012: Client Appreciation Event at the FAU Stadium Premiere Lounge
April 19th, 2012: Client Appreciation Dinner at Seasons 52 in Palm Beach Gardens
April 17th, 2012: Client Appreciation Dinner at Seasons 52 in Boca Raton
February 24th, 2011: Retirement Planning Course at Palm Beach State College
February 17th, 2011: Retirement Planning Course at Palm Beach State College
February 8th, 2011: Retirement Planning Today Course at Palm Beach State College
February 2nd, 2011: Retirement Planning Today Course at Palm Beach State College
February 1st, 2011: Retirement Planning Today Course at Palm Beach State College
January 26th, 2011: Retirement Planning Today Course at Palm Beach State College
October 26th, 2010: Retirement Planning Today Course at Palm Beach State College
October 20th, 2010: Retirement Planning Today Course at Palm Beach State College
October 19th, 2010: Retirement Planning Today Course at Palm Beach State College
October 14th, 2010: Retirement Planning Today Course at Palm Beach State College
October 13th, 2010: Retirement Planning Today Course at Palm Beach State College
October 7th, 2010: Retirement Planning Today Course at Palm Beach State College
September 21st, 2010: Retirement Planning Today Course at Palm Beach State College
September 15th, 2010: Retirement Planning Today Course at Palm Beach Community College
September 14th, 2010: Retirement Planning Today Course at Palm Beach State College
September 8th, 2010: Retirement Planning Today Course at Palm Beach Community College
April 6th, 2010: Retirement Planning Today Course at Palm Beach Community College
March 31st, 2010: Retirement Planning Today Course at Palm Beach Community College
March 30th, 2010: Retirement Planning Today Course at Palm Beach Community College
March 27th, 2010: Retirement Planning Today Course at Palm Beach Community College
March 24th, 2010: Retirement Planning Today Course at Palm Beach Community College
March 23rd, 2010: Retirement Planning Today Course at Palm Beach Community College
March 20th, 2010: Retirement Planning Today Course at Palm Beach Community College
March 16th, 2010: Retirement Planning Today Course at Palm Beach Community College
February 9th, 2010: Retirement Planning Today Course at Palm Beach Community College
February 2nd, 2010: Retirement Planning Today Course at Palm Beach Community College
October 22nd, 2009: Retirement Planning Today Course at Palm Beach Community College
October 17th, 2009: Retirement Planning Today Course at Palm Beach Community College
October 15th, 2009: Retirement Planning Today Course at Palm Beach Community College
October 13th, 2009: Retirement Planning Today Course at Palm Beach Community College
October 10th, 2009: Retirement Planning Today Course at Palm Beach Community College
October 8th, 2009: Retirement Planning Today Course at Palm Beach State College
October 6th, 2009: Retirement Planning Today Course at Palm Beach Community College
October 1st, 2009: Retirement Planning Today Course at Palm Beach State College
September 22nd, 2009: Retirement Planning Today Course at Palm Beach Community College
September 17th, 2009: Retirement Planning Today Course at Palm Beach Community College
September 15th, 2009: Retirement Planning Today Course at Palm Beach Community College
September 10th, 2009: Retirement Planning Today Course at Palm Beach Community College
February 26th, 2008: Client Appreciation Dinner at Ruth’s Chris in Boca Raton
