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:

March 19
Retirement Planning Workshop
6:00 pm | Season’s 52 – Jupiter
March 20
Taxes in Retirement Workshop
6:30 pm | Volunteer Park Community Center
March 20
Retirement Planning Workshop
6:30 pm | Vienna Café and Wine Bar – Davie
March 21
Taxes in Retirement Workshop
6:30 pm | Burn’s Road Recreation Center
March 21
Taxes in Retirement Workshop
6:30 pm | The Pride Center
March 22
Taxes in Retirement Workshop
11:00 am | The Pride Center
March 22
Taxes in Retirement Workshop
11:00 am | Volunteer Park Community Center
March 25
Taxes in Retirement Workshop
11:00 am | Hillsboro Community Center
March 25
Taxes in Retirement Workshop
6:30 pm | Sartory Senior Center – Coral Springs
March 26
Retirement Planning Workshop
6:00 pm | Season’s 52 – Jupiter

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