U&CO Events
Ulin & Co. Wealth Management client workshops include dynamic speakers as well as take-home materials. We strive to keep you up-to-date on key personal finance, investing, tax, estate, wellness and retirement issues. There is no obligation to attend an event.
All events are Private Client Events by invitation only. — If you are not a client and would like to learn more about working with our firm- call Jon Ulin at (561) 210-7887.
Calendar of Events
6.18.25 Midyear Market Outlook-Private Client Event at Morton’s, Boca Raton. (By invitation only.) If you are not a client and would like to learn more about working with us call (561) 210-7887.) Directions
Keynote: Jennifer Guenther, CFA®. Jennifer Guenther is a VP in the Client Solutions Group within Goldman Sachs Asset and Wealth Management, specializing in global capital markets research. She and her team deliver market strategy and macroeconomic insights to help clients make informed investment decisions. Jen also leads the group’s work on public policy and geopolitical issues.
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Note: Speakers and sponsors are not affiliated with New Edge Advisors or Ulin & Co. Wealth Management
Markets & Martinis™ and Bulls, Bears & Brews™ have been in use with Ulin since 10.2019