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 4
Smart Women Finish Rich
6:30 pm | Ruth’s Chris Steak House – Fort Lauderdale
March 9
Smart Women Finish Rich
6:30 pm | Morton’s Steakhouse – Fort Lauderdale
March 12
Smart Women Finish Rich
12:00 pm | The Capital Grille – Fort Lauderdale
March 15
Retirement Planning Dinner Workshop
6:30 pm | Ruth’s Chris Steak House – Fort Lauderdale
March 18
Retirement Planning Dinner Workshop
6:30 pm | Morton’s Steakhouse – Fort Lauderdale
March 19
Retirement Planning Lunch Workshop
12:00 pm | The Capital Grille – Fort Lauderdale
April 8
Retirement Planning Dinner Workshop
6:30 pm | Season’s 52 – Sunrise
April 12
Retirement Planning Dinner Workshop
6:30 pm | Season’s 52 – Sunrise
April 15
Smart Women Finish Rich
6:30 pm | Ruth’s Chris Steak House – Fort Lauderdale
April 16
Smart Women Finish Rich
12:00 pm | The Capital Grille – 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