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Events

  

 

Upcoming Events

More events are on the way! Check back soon for more information.

Past Events

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.

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