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Client Events

Boots and Blues

Join us at Leu Gardens on Saturday, April 14, for music under the stars! Contact your advisor for more information.

Chocolate Around the World

Join our office in The Villages on Thursday, April 12, for a scrumptious open house event: a chocolate tasting! Contact your advisor for more information.

Shred Day

Join us for a FREE community Shred Day on Saturday, April 21, at the RDV Sportsplex! Visit our Eventbrite page for more information.

We consistently hold events for our clients and the community on financial education topics. Please check back for more upcoming events.