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:

November 4
1031/DST Tax Deferral Solutions Workshop
6:30 pm | Ruth’s Chris Steak House – Fort Lauderdale
November 5
Retirement Planning Dinner Workshop
6:30 pm | Ruth’s Chris Steak House – Fort Lauderdale
November 6
Retirement Planning Lunch Workshop
12:00 pm | Ruth’s Chris Steak House – Fort Lauderdale
November 10
Retirement Planning Dinner Workshop
6:00 pm | Season’s 52 – Jupiter
November 11
Retirement Planning Dinner Workshop
6:30 pm | Morton’s Steakhouse – Fort Lauderdale
November 12
Retirement Planning Dinner Workshop
6:00 pm | Season’s 52 – Jupiter
November 12
Retirement Planning Dinner Workshop
6:30 pm | Ruth’s Chris Steak House – Fort Lauderdale
November 13
Taxes in Retirement Class
11:00 am | Tigertail Lake Recreation Center – Broward College – Dania Beach
November 13
Retirement Planning Lunch Workshop
12:00 pm | Season’s 52 – Jupiter
November 18
Retirement Planning Dinner Workshop
6:30 pm | Brimstone Woodfire Grille – Pembroke Pines

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