Upcoming Events in South Florida

Ulin & Co. is committed to providing the education and resources you need to make the best possible financial decisions whether you are retired or planning for retirement. We invite you to join us at one of our many financial workshops and events scheduled throughout the year in South Florida.

We design workshops for our clients and the greater community that feature information on a multitude of topics from personal finance, financial planning, investment management, retirement income planning, asset preservation strategies, estate planning,  executive benefits, tax strategies, Social Security enrollment strategies and more.

Often, our workshops include guest speakers as well as take-home materials. We strive to keep you up-to-date on issues that matter to you, your family and your financial well-being.

 Our Calendar of Events

2017

October 2017: Gold Networking Event

December 7th 2017: 15th Annual Client Gala City Fish

Past Events:

June 14th, 2017 Client Education Series at Ruth’s Chris: Market Outlook

March 2017: Gold Client Event  

January 2017: Breakfast Market Outlook 

December 1st 2016:  14th Annual Client Gala – Benvenuto

October 2016: Meet & Greet

September 2016: Platinum Client Event

August 27th 2016: Mid Year Market Outlook -Maggianos’, Boca Raton.

July 14th 2016: Client Education Series at Ruth’s Chris: Getting Back to Basics

Please book-mark this page so you can check back frequently for new events! 

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To register for an event or request us for a speaking engagement, please fill out the following form and we will be in touch shortly!  

 

Contact

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 Meet Jon Ulin, CFP®, Managing Principal

 Ulin & Co: Modern Investing, Traditional Approach

-National Independent Broker-Dealer Access? YES! √
-SEC Registered Investment Advisor Firm? YES! √
-Recognized CFP® professional? YES! √
-Fee-Based Portfolio Management? YES! √
-Retirement Income Planning? YES! √
-Boutique by Design? YES! √
-Diligent Research? YES! √
-Concierge Service? YES! √
-Fiduciary Focus? YES! √
-Clear Reporting? YES! √
-Genuine Approach? Absolutely!!. 

Established in 2002, Ulin & Co. is a boutique independent SEC -Registered Investment Advisor (RIA) and branch office of LPL Financial located in downtown Boca Raton. If you would like information on our upcoming events or would like to set up a complementary portfolio review, do not hesitate to give us a call today at (561) 210-7887.

Jon Ulin, CFP® Media Interviews 

  

Are You Retirement Ready?

  

Why Work With A CFP® -Pro 

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Note: We are a boutique firm and are proud to say we offer personalized investment services.

Before we accept new clients, we like to get to know you to ensure we are able to provide the individualized services you desire and we carefully monitor the number of new clients we accept each year.  At this time we are accepting new clients with $250K+ in investable assets.

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