Attend an Event
Our Dine & Discover events are tailored to address the pressing financial concerns that individuals and families often encounter as they approach or live in retirement. We'll cover topics like preparing for unexpected medical expenses and creating income to support your desired lifestyle.
Join us at an upcoming Dine & Discover event, where you'll be in a supportive environment to explore strategies that will help you gain confidence and peace of mind about the days ahead.
Upcoming Dine & Discover Events:
August 21
Dine & Discover: Growth vs. Value: How to Invest Today
6:00 pm | Palm Beach Gardens Marriott
4000 RCA Blvd
Palm Beach Gardens, FL 33410 United States
Palm Beach Gardens, FL 33410 United States
November 13
Dine & Discover: End of Year Tax Planning
6:00 pm | Palm Beach Gardens Marriott
4000 RCA Blvd
Palm Beach Gardens, FL 33410 United States
Palm Beach Gardens, FL 33410 United States
December 18
Dine & Discover: Skillset Planning in Retirement Part 3
6:00 pm | Palm Beach Gardens Marriott
4000 RCA Blvd
Palm Beach Gardens, FL 33410 United States
Palm Beach Gardens, FL 33410 United States
Rather Meet
One-on-One?
Schedule a meeting with one of our team to create your financial strategy today.
