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:

Please check back for upcoming events in 2021!

Past Events

November 11th, 2019
Michael Antonelli, Baird Managing Director, PWM Market Strategist

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

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