Events

Are you missing out?

Our first class in person and virtual events are designed to be informative and entertaining. As we all seek to protect each other, you can still discover more about a better financial future from the comfort of your own home. Reserve your spot below, and we are happy to help set you up for virtual events as well!

Our first class events are designed to be informative, entertaining, and a great way to meet new friends. Whether the event is at The Founders Club, a beautiful private Sarasota club, or premier restaurants such as Fleming’s or Ruth’s Chris, you can be sure to enjoy a wonderful evening. We’d love to have you there.

Join Us at aN Event.

Dinner & Education Event
February 8, 2022

Find out if you’re missing out on vitally important financial opportunities while enjoying an incredible meal.

Ruth's Chris
Dinner & Education Event
February 10, 2022

Enjoy a five star meal while learning important facts that can help you make the most of your money.

Ruth's Chris
Dinner & Education Event
February 22, 2022

Discover if facts or emotions are in control of your money while savoring the best in Sarasota dining.

Ruth's Chris
Dinner & Education Event
February 24, 2022

Learn how to take back control of your financial future and enjoy a wonderful meal at the same time.

Ruth's Chris
Dinner & Education Event
March 8, 2022

Find out if you’re missing out on vitally important financial opportunities while enjoying an incredible meal.

Ruth's Chris
Dinner & Education Event
March 10, 2022

Enjoy a five star meal while learning important facts that can help you make the most of your money.

Ruth's Chris
Dinner & Education Event
March 22, 2022

Discover if facts or emotions are in control of your money while savoring the best in Sarasota dining.

Ruth's Chris
Dinner & Education Event
March 24, 2022

Learn how to take back control of your financial future and enjoy a wonderful meal at the same time.

Ruth's Chris
Dinner & Education Event
April 12, 2022

Find out if you’re missing out on vitally important financial opportunities while enjoying an incredible meal.

Ruth's Chris
Dinner & Education Event
April 14, 2022

Enjoy a five star meal while learning important facts that can help you make the most of your money.

Ruth's Chris

Select A DATE AND RSVP

Reserve your spot at one of our many events by contacting us. Spots fill fast.

SEPTEMBER 2018

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Dinner & Education Event - December 8, 2022
December 8, 2022

Enjoy a five star meal while learning important facts that can help you make the most of your money.

Dinner & Education Event - December 6, 2022
December 6, 2022

Find out if you’re missing out on vitally important financial opportunities while enjoying an incredible meal.

Dinner & Education Event - November 17, 2022
November 17, 2022

Learn how to take back control of your financial future and enjoy a wonderful meal at the same time.

OCTOBER 2018

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Dinner & Education Event - December 8, 2022
December 8, 2022

Enjoy a five star meal while learning important facts that can help you make the most of your money.

Dinner & Education Event - December 6, 2022
December 6, 2022

Find out if you’re missing out on vitally important financial opportunities while enjoying an incredible meal.

Dinner & Education Event - November 17, 2022
November 17, 2022

Learn how to take back control of your financial future and enjoy a wonderful meal at the same time.

NOVEMBER 2018

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Dinner & Education Event - December 8, 2022
December 8, 2022

Enjoy a five star meal while learning important facts that can help you make the most of your money.

Dinner & Education Event - December 6, 2022
December 6, 2022

Find out if you’re missing out on vitally important financial opportunities while enjoying an incredible meal.

Dinner & Education Event - November 17, 2022
November 17, 2022

Learn how to take back control of your financial future and enjoy a wonderful meal at the same time.

DECEMBER 2018

Click to expand
Dinner & Education Event - December 8, 2022
December 8, 2022

Enjoy a five star meal while learning important facts that can help you make the most of your money.

Dinner & Education Event - December 6, 2022
December 6, 2022

Find out if you’re missing out on vitally important financial opportunities while enjoying an incredible meal.

Dinner & Education Event - November 17, 2022
November 17, 2022

Learn how to take back control of your financial future and enjoy a wonderful meal at the same time.

Reserve your seat today.