Events
Upcoming Events
More events are on the way! Check back soon for more information.
Past Events
May 14, 2026
6:00p - 7:00p
Frank T. Forester Recreational Center
The Smart Money Foundations Series
A presentation on the basics of retirement planning including basic savings mantras, savings vehicles, and steps to achieving retirement saving success.
April 30, 2026
1:00p - 2:00p
Frank T. Forester Recreational Center
The Smart Money Foundations Series
A presentation on the basics of retirement planning including basic savings mantras, savings vehicles, and steps to achieving retirement saving success.
April 9, 2026
6:00p - 7:00p
Frank T. Forester Recreational Center
The Smart Money Foundations Series
A presentation on the basics of retirement planning including basic savings mantras, savings vehicles, and steps to achieving retirement saving success.
March 26, 2026
1:00p - 2:00p
Frank T. Forester Recreational Center
The Smart Money Foundations Series
A presentation on the basics of retirement planning including basic savings mantras, savings vehicles, and steps to achieving retirement saving success.
October 23, 2025
11:00a - 12:30p
Frank T. Forester Recreational Center
The Basics of Estate Planning luncheon
Estate planning is the process of designating who will receive your assets and handle your responsibilities after your death or incapacitation. One of the goals is to make sure your beneficiaries receive these things in the most cost-effective way possible. Estate planning can help establish a platform you can fine-tune as your personal and financial situations change. The key to ask yourself is: how do you want your assets distributed if you die or are incapacitated?
August 30, 2025
11:00a - 2:00p
McClarty Park Large Pavilion
"Grill & Give: Back-to-School BBQ Bash"
A summer BBQ celebration with friends, family, and community — plus a school supply drive to support local students as they head back to class. Eat well, have fun, and make a difference! Please have all of your adult guest register on the website.
January 9, 2025
6:00p - 8:00p
Front Street Civic Center
Wines of the World Financial Planning Event - The Basics of Social Security
This is a presentation about the basics of social security including full retirement age, benefits of waiting, and how to estimate your benefit
October 3, 2024
6:00p - 7:30p
Front Street Civic Center
Wines of the World Financial Planning Event - The Basics of Investing
A presentation on the basics of investing including basic concepts along with knowledge to give the investor confidence and a sense of empowerment to form an investment strategy.
April 6, 2024
11:00a - 2:00p
Rotary Park at Suntree
2024 CLIENT APPRECIATION FISH FRY AND CRAB BOIL
Client Appreciation Fish Fry and Seafood Boil
July 13, 2023
6:00p - 8:00p
Front Street Center
The Basics of Estate Planning Dinner Event
Basics of Estate Planning presentation will be follow by a Question and Answer session with Estate Planning Attorney Trimeshia Smiley. Dinner will consist of a selection of slow smoked meats and sides paired with white and red wines. We look forward to seeing you!
June 22, 2023
6:00p - 7:00p
Hyatt Place Titusville
Fortifying Your Financial Future - Titusville Dinner
Presentation will last 30 minutes followed by a 15 minute question and answer session.
June 22, 2023
11:30a - 12:30p
Hyatt Place Titusville
Fortifying Your Financial Future - Titusville Luncheon
Presentation will last 30 minutes followed by a 15 minute question and answer session.
June 21, 2023
6:00p - 7:00p
Hampton Inn Melbourne/Viera
Fortifying Your Financial Future - Hampton Inn Melbourne/Viera Dinner
Presentation will last 30 minute followed by a 15 minute question and answer session.
June 21, 2023
11:30a - 12:30p
Hampton Inn Melbourne/Viera
Fortifying Your Financial Future - Hampton Inn Melbourne/Viera Luncheon
Presentation will last 30 Minutes followed by a 15 minute question and answer session.
June 20, 2023
6:00p - 7:00p
Hyatt Place Palm Bay
Fortifying Your Financial Future - Palm Bay Dinner Event
Presentation will last 30 minute followed by a 15 minute question and answer session.
June 20, 2023
11:30a - 12:30p
Hyatt Place Palm Bay
Fortifying Your Financial Future - Palm Bay Luncheon Event
Presentation will only last 30 minutes followed by a 15 minute question and answer session.
June 17, 2023
12:00p - 3:00p
Metropolitan Missionary Baptist Church
Financial Literacy Pop UP
Financial Literacy Pop Up Metropolitan Missionary Baptist Church 474 King Street, Cocoa, F Saturday June 17, 2023 12pm-3pm: Community BBQ and Financial Literature giveaway in parking lot. Your choice of slow smoked: • Pulled Pork Sandwich • Brisket Sandwich • Chicken 3pm-5pm: Presentation and question and answer session in fellowship hall for members and friends of Metropolitan Missionary Baptist Church. Presentation Topic Work, Life and Money: Creating a Living Financial Plan Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member FINRA & SIPC. Investments involve risk, including the possible loss of principal. Please ask me about the risks and fees associated with your current investments that may be recommended in the future.
April 13, 2023
6:00p - 7:30p
Cocoa-Rockledge Garden Club
Wine Women and Money: Taking Charge of Your Financial Future
Women today are in a strong position to pursue financial security for themselves and their families. But women often face unique financial challenges. Certainly, not all women will face each of these challenges. Many different life stages and characteristics define women: single, married, widowed, employee, small business owner, breadwinner, stay-at-home mom, empty nester, retired, knowledgeable investor, novice saver, and so on. Nevertheless, it's likely you'll face at least some of these challenges, so it's important to recognize them and take necessary steps to move forward financially — regardless of the life stage you're in. Join us to explore the unique challenges women face with retirement.
April 13, 2023
6:00p - 7:30p
Cocoa-Rockledge Garden Club
Wine Women and Money: Taking Charge of Your Financial Future (copy)
Women today are in a strong position to pursue financial security for themselves and their families. But women often face unique financial challenges. Certainly, not all women will face each of these challenges. Many different life stages and characteristics define women: single, married, widowed, employee, small business owner, breadwinner, stay-at-home mom, empty nester, retired, knowledgeable investor, novice saver, and so on. Nevertheless, it's likely you'll face at least some of these challenges, so it's important to recognize them and take necessary steps to move forward financially — regardless of the life stage you're in. Join us to explore the unique challenges women face with retirement.
October 27, 2022
6:00p - 8:00p
Front Street Civic Center
Wines of the World
We will be discussing current market conditions as well as have a timely presentation on asset allocation. Asset allocation does not ensure a profit or protect against a loss.
October 25, 2022
6:00p - 8:00p
ROCKLEDGE GARDEN CLUB
Wines of the World
We will be discussing current market conditions as well as have a timely presentation on asset allocation. Asset allocation does not ensure a profit or protect against a loss.
June 14, 2022
6:00p - 8:00p
ROCKLEDGE GARDEN CLUB
Wines of the World Financial Planning Event
Get ready to socialize and sip wines from the the far and not so far corners of the world. This months wine is coming from our home state of Florida. While sipping wine and feasting on a spread of smoked BBQ we will discuss current market conditions as well as have a timely presentation on asset allocation.
January 18, 2020
11:00a - 12:30p
LPL Financial
Luncheon: Estate and Trust Planning Isn't Just for Retirees
Estate and Trust Planning Isn't Just for Retirees Planning for your estate is very important to your financial plan, and has a major impact on who receives your assets upon death and who will control the process of handling your estate. Securities offered through LPL Financial, Member FINRA/SIPC. This material was created for educational and informational purposes only and is not intended as ERISA, tax, legal or investment advice. If you are seeking investment advice specific to your needs, such advice services must be obtained on your own separate from this educational material. LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial. Member FINRA/SIPC.