Events

CHOOSE AN EVENT AND JOIN US.

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.

HERE ARE OUR NEXT TEN EVENTS.

Dinner & Education Event
September 19, 2019

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

Wine & Wisdom Event
September 26, 2019

Keep up with trends and stay grounded with an interesting, fun, and engaging exploration into investing.

Dinner & Education Event
October 1, 2019

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

Dinner & Education Event
October 3, 2019

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

Dinner & Education Event
October 15, 2019

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

Dinner & Education Event
October 16, 2019

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

Wine & Wisdom Event
October 17, 2019

Learn more about why an investing philosophy based on science helps you avoid common money mistakes.

Dinner & Education Event
October 22, 2019

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

Dinner & Education Event
October 24, 2019

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

Dinner & Education Event
November 5, 2019

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

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 - November 14, 2019
November 14, 2019

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

Dinner & Education Event - November 13, 2019
November 13, 2019

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

Dinner & Education Event - November 12, 2019
November 12, 2019

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

OCTOBER 2018

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Dinner & Education Event - November 14, 2019
November 14, 2019

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

Dinner & Education Event - November 13, 2019
November 13, 2019

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

Dinner & Education Event - November 12, 2019
November 12, 2019

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

NOVEMBER 2018

Click to expand
Dinner & Education Event - November 14, 2019
November 14, 2019

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

Dinner & Education Event - November 13, 2019
November 13, 2019

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

Dinner & Education Event - November 12, 2019
November 12, 2019

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

DECEMBER 2018

Click to expand
Dinner & Education Event - November 14, 2019
November 14, 2019

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

Dinner & Education Event - November 13, 2019
November 13, 2019

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

Dinner & Education Event - November 12, 2019
November 12, 2019

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

RESERVE YOUR SEAT TODAY.