Events

Learn from your home.

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
May 4, 2021

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

Ruth's Chris
Dinner & Education Event
May 6, 2021

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
May 11, 2021

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

Seasons 52
Dinner & Education Event
May 13, 2021

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

Seasons 52
Dinner & Education Event
May 17, 2021

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

Fins at Sharky's
Dinner & Education Event
May 18, 2021

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

Fins at Sharky's
Dinner & Education Event
May 19, 2021

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

Fins at Sharky's
Dinner & Education Event
May 20, 2021

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

Fins at Sharky's
Dinner & Education Event
May 25, 2021

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

Fins at Sharky's

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 - May 25, 2021
May 25, 2021

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

Dinner & Education Event - May 20, 2021
May 20, 2021

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

Dinner & Education Event - May 19, 2021
May 19, 2021

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

OCTOBER 2018

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Dinner & Education Event - May 25, 2021
May 25, 2021

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

Dinner & Education Event - May 20, 2021
May 20, 2021

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

Dinner & Education Event - May 19, 2021
May 19, 2021

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

NOVEMBER 2018

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Dinner & Education Event - May 25, 2021
May 25, 2021

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

Dinner & Education Event - May 20, 2021
May 20, 2021

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

Dinner & Education Event - May 19, 2021
May 19, 2021

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

DECEMBER 2018

Click to expand
Dinner & Education Event - May 25, 2021
May 25, 2021

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

Dinner & Education Event - May 20, 2021
May 20, 2021

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

Dinner & Education Event - May 19, 2021
May 19, 2021

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

RESERVE YOUR SEAT TODAY.