retirement planning

Upcoming Workshops

Join us for an up coming Workshop! Take the opportunity to learn more about investing and discover what we do for our clients and how we do it. Will we educate you on ever changing financial markets and explain what those changes mean to you the investor. In order to take advantage of this opportunity please RSVP to one of our up coming workshops and enjoy a complimentary gourmet meal while we present you with unique insight into investing in today's markets. At the conclusion of every workshop we will give all attendees the opportunity to sign up for a complementary consultation.



March 8th (Dinner 6PM)
Ruth’s Chris Steakhouse - Ft. Lauderdale, FL

Please RSVP

Toll Free: (800) 390-8318
Call 410-337-5900 or click here


Map it..

March 9th (Lunch 12 Noon)
Capital Grille - Ft. Lauderdale, FL

Please RSVP

Toll Free: (800) 390-8318
Call 410-337-5900 or click here


Map it..

March 9th (Dinner 6PM)
Ruth’s Chris Steakhouse - Ft. Lauderdale, FL

Please RSVP

Toll Free: (800) 390-8318
Call 410-337-5900 or click here


Map it..

March 24th (Noon)
Capital Grille - Ft. Lauderdale, FL

Please RSVP

Toll Free: (800) 390-8318
Call 410-337-5900 or click here


Map it..

March 24th (6PM)
Morton’s Steakhouse - Ft. Lauderdale, FL

Please RSVP

Toll Free: (800) 390-8318
Call 410-337-5900 or click here


Map it..