Seminars and Events

Thinking about Life after Work? Join us for a presentation by Michael Weber on “Planning Life After Work”.

Seminar Occured: Thursday, November 14, 2019

Click HERE for more information!

Financial Planning Seminars with the Foundation for Women’s Cultural and Economic Literacy

Event Occured: Wednesday, February 15, 2017
Time: Noon to 1:30pm, Light lunch served.
Location: BICE Restaurant, 313 Peruvian Avenue, Palm Beach
We are pleased to announce our partnership with the The Foundation for Women’s Cultural and Economic Literacy.
Believing that education is an essential focal point of every plan, we are advocates of empowering and assisting women in creating their own successful financial future, which is why they’re presenting this distinct educational financial series to you. This 6 session interactive series is designed to take you through the entire process of a financial plan. Once you complete session 6, you will be well on your way to securing your financial future.
Dates and Topics:
Session 1: February 15 – Understanding the basics of financial planning because financial planning is planning for your success.
We’ll give you the full planning process that’s beyond investing. This is how to plan for today and for your future.
Session 2: February 28 – How to choose the best investment solutions. We’ll share the difference between advisors, managers, brokers and planners and if they’re really giving you the best investment solutions.
Session 3: March 21 – How to take advantage of some tax tips and tricks. It’s before April 15th, take advantage of some tax savings that your tax preparer may be missing. Save money before it’s too late!
Session 4: April 20 – Are you ready to retire and how do you protect your retirement? Discover how to protect what you’ve built your entire life and feel confident that you won’t run out of money.
Session 5: May 11 (tentative date, additional cost) – Mar-a-Lago Event. If you’ve attended all our events, you’re almost through a full financial plan by now. Let’s celebrate your success.
Session 6: May 30 – Understanding estate planning. Real life examples of celebrity estate plans gone right and wrong. Find out who did it right and who got it very wrong.
Seating is limited. Reservations Required by email: No cost to members. Guests: $25. per seminar.

Create a website or blog at

Up ↑