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:

August 8
Retirement Planning Dinner Workshop
6:00 pm | Morton’s Steakhouse – Fort Lauderdale
August 8
Taxes in Retirement
6:00 pm | The Pride Center – Wilton Manors
August 10
Women and Retirement – Focused Planning for Women
6:00 pm | Season’s 52 – Fort Lauderdale
August 11
Retirement Planning Dinner Workshop
6:00 pm | Ruth’s Chris Steak House – Fort Lauderdale
August 18
Retirement Planning Dinner Workshop
6:00 pm | Vienna Café and Wine Bar – Davie
August 19
Retirement Planning Lunch Workshop
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