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
September 2017: Gold Networking Event (TBD)
December 7th 2017: 15th Annual Client Gala- City Fish
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!
Gain a wealth of insight!™
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!
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
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.
Career Center: Our branch is growing! If you are are a local financial advisor please visit our Financial Advisor Career Center