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
3.6.25 Markets & Martinis™ at Chops Lobster Bar. 2025 Outlook/post elections recap. What will you have? The usual? A sip of uncertainty? A splash of insight to decipher the financial headline news? Or… may we suggest something with a little more snap: A chilled martini paired with a remarkably clear distillation of the economy, along with our timely economic outlook and investing know-how. Key note speaker- Robert DeRochie, Senior Vice President and Fixed-Income Specialist with First Trust Advisors, offers over 34 years of expertise in portfolio management and investment strategy. He currently speaks at national conferences on behalf of First Trust, sharing insights and strategies in the fixed-income markets. Bob earned his BS in Finance and Economics from Alfred University, Alfred, NY, and his MBA in Finance from the University of Bridgeport.
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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