An important part of our practice is educating our clients about investing while making the learning process enjoyable.

We host programs that we hope you will find practical, fun and informative. We try to recommend programs to our clients based on areas of interest. If there is a topic you would like us to include in the future, please let us know. If there is an event listed that you would like to attend, please call Noelle Cartier at 941-364-4567 or email:


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Save the Date!

Please save the date for a special presentation from Michael Antonelli, author of the nationally acclaimed Bull and Baird blog.
He will discuss the latest market trends with a dose of humor and wit.

Michael received an MBA in analytic finance from the University of Chicago Booth School of Business
and is a graduate of Purdue University.

We will also be joined by Baird Chairman of the Board, Paul Purcell.

Monday, November 11, 2019
4:00 – 6:00 p.m.

Sarasota Classic Car Museum
5500 N. Tamiami Trail
Sarasota, Florida

Featured Speaker:
Michael Antonelli
Baird Managing Director
PWM Market Strategist

Hosted by:
Baird’s Siesta Key Office
Private Wealth Management


Past Events

Market Outlook with Confluence’s Director of Asset Allocation, Gregory Ellston.-February 5th, 2019

Social Security-Thursday, November 29, 2018

Medicare-  Wednesday, May 23, 2018:   

Social Security-  Wednesday, July 25, 2018: