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AS A TRUADVICE WEALTH MANAGEMENT FAMILY, WE MEET TOGETHER AT FUN,

INFORMATIONAL OUTINGS DURING THE YEAR

 

We bring in specialists to cover both financial and current event topics related to retirement, health care, food, wine, historical events, travel, and anything related to the retirement journey our families are experiencing.

CLIENT APPRECIATION EVENT

Casino Night

Lakewood Ranch Country Club

7650 Legacy Blvd, Lakewood Ranch, FL 34202

LUNCH & LEARN

Presentation by Justin Boller, Bison

University Park Country Club

7671 The Park Blvd, University Park, FL 34201

EDUCATIONAL DINNER

Presentation by Doug Sandler, Riverfront

Cooper’s Hawk

3130 Fruitville Commons Blvd, Sarasota, FL 34240

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