100+ Events Every Year

Learn more about our events!

sebastian guerra speaking at event

Expand Your
Financial Knowledge

We strongly believe in client education and seek to provide a wealth of information you’re not likely to receive when discussing wealth management decisions with your accountant or banker. We host a variety of educational events to help families transform how they view their financial future.

Dinner Seminars

Attend one of our dinner seminars to learn about:

  • • Social Security maximization strategies
  • • Tax-deferred vs. tax-free retirement income strategies
  • • Guaranteed retirement income streams
  • • Asset protection strategies
  • • Estate and legacy maximization
  • • Market volatility strategies

*Register to receive information about the event.

Dinner Seminar

Morton’s The Steakhouse North Miami Beach | 6:30 pm

Dinner Seminar (Spanish)

Fogo de Chao | 6:30 pm

In-House Seminars

If you're a client, attend an in-person training on topics such as:

  • • Tax Strategies
  • • Inflation
  • • Social Security
  • • Retirement Planning
  • • The Stock Market
  • • Estate Planning
  • • And much more!

*Register to receive information about the event.

Check back later for more In-House Seminars!

Client Social Events

From holiday parties to movie nights, we host several social events each year where we can gather together, have some fun and show our gratitude for our clients.

Some of our past events include:

  • • Valentine’s parties
  • • Annual picnics
  • • Halloween costume parties
  • • Movie nights
  • • Christmas parties

Check back later for more Social Events!

Lunch N' Learn

Share your advisor’s knowledge with a group of your colleagues, co-workers or friends over lunch.