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Client Events

Family Bowling Night

Ready to strike up some fun? The Maitland office is hosting Family Bowling Night on Tuesday, July 27 at Aloma Bowl in Winter Park. Join us! Contact your advisor for more information.

2018 Halftime Report

Join us at beautiful Leu Gardens on Thursday, August 16, for dinner and an update on the markets. Feel free to bring guests! Contact your advisor for more information.

The Liberty Cup Charity Golf Tournament

Tee off with us! We are hosting a charity golf tournament benefitting Fisher House. Join us on Friday, October 12, at Orange County National for our 4th annual Liberty Cup. Contact your advisor for more information.

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