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:

October 16
Medicare Coffee Talk
9:00 am | Global Wealth Management Office – Fort Lauderdale
October 21
Taxes in Retirement Workshop
11:00 am | Broward College – Weston Center
October 22
Taxes in Retirement Workshop
6:30 pm | Broward College – Dania Beach
October 23
Medicare Coffee Talk
9:00 am | Global Wealth Management Office – Fort Lauderdale
October 23
Retirement Dinner Workshop
6:00 pm | Season’s 52 – Jupiter
October 24
Retirement Dinner Workshop
6:30 pm | Runyon’s Steakhouse – Coral Springs
October 25
Taxes in Retirement Workshop
11:00 am | Jim Ward Community Center
October 25
Retirement Lunch Workshop
11:30 am | The Capital Grille – Fort Lauderdale
October 28
Taxes in Retirement Workshop
6:30 pm | Jim Ward Community Center
October 29
Retirement Dinner 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

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