Take the first step toward reaching your Financial Goals


Get the information that can help you live a confident retirement.

Attend an Event

Our workshops focus on common financial concerns that individuals and families face in retirement, things like how to prepare for unexpected medical expenses and ways to create income to help support your desired lifestyle.

Attend one of our workshops to learn how addressing these concerns can help you feel more confident about the days ahead.

UPCOMING EVENTS:

May 20
Retirement Planning Dinner Workshop
6:30 pm | Morton’s Steakhouse – Fort Lauderdale
May 24
Retirement Planning Dinner Workshop
6:30 pm | Morton’s Steakhouse – Fort Lauderdale
May 28
Retirement Planning Lunch Workshop
12:00 pm | The Capital Grille – Fort Lauderdale
June 2
Retirement Planning Dinner Workshop
6:30 pm | Ruth’s Chris Steak House – Fort Lauderdale
June 7
Retirement Planning Dinner Workshop
6:30 pm | Season’s 52 – Sunrise (Sawgrass Mills)
June 10
Retirement Planning Dinner Workshop
6:30 pm | Season’s 52 – Sunrise (Sawgrass Mills)
June 11
Smart Women Finish Rich Dinner Workshop
12:00 pm | The Capital Grille – Fort Lauderdale
June 15
Smart Women Finish Rich Lunch Workshop
6:30 pm | Ruth’s Chris Steak House – Fort Lauderdale
June 17
Smart Women Finish Rich Dinner Workshop
6:30 pm | Morton’s Steakhouse – Fort Lauderdale
June 23
Retirement Planning Dinner Workshop
6:30 pm | Morton’s Steakhouse – Fort Lauderdale

At Global Wealth Management, we hold informational workshops that cover topics such as retirement income strategies and wealth management. Often, our workshops include guest speakers and special activities as well as take-home materials.

Rather meet One-on-one?

Schedule a meeting with one of our team to create your financial strategy today.

Or give us a call at 866-405-1031