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:

June 27
Retirement Planning Dinner Workshop
6:00 pm | Season’s 52 – Palm Beach
June 28
Taxes in Retirement Workshop
11:00 am | Broward College – Weston
June 28
Retirement Planning Lunch Workshop
11:30 am | The Capital Grille- Fort Lauderdale
July 1
Retirement Planning Dinner Workshop
6:30 pm | Brimstone Woodfire Grille – Pembroke Pines
July 8
Taxes in Retirement Workshop
6:30 pm | Broward College – Tigertail Lake Rec Center
July 9
Retirement Planning Dinner Workshop
6:30 pm | Vienna Café and Wine Bar – Davie
July 10
Medicare Coffee Talk
9:00 am | Global Wealth Management Office
July 10
Taxes in Retirement Workshop
6:30 pm | Lakeside Center
July 11
Taxes in Retirement Workshop
6:30 pm | Broward College – Tigertail Lake Rec Center
July 15
Retirement Planning Dinner Workshop
6:30 pm | Ruth’s Chris Steak House – 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

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