Wealth & Wellness Events

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 

6.6.24 Mid Year Outlook 22nd Annual Private Client summer-ed event on Thursday June 6th, 6pm at Ruth’s Chris. *RSVP by 5.18.24: Jon Ulin (561) 210-7887.
Overview: While market forecasts are in disarray on the Fed inducing a soft or hard economic landing, investors are still dealing with sticky inflation, elevated rates, oil shocks, two wars, snowballing US debt, political uncertainty, and recent bank debacles. We will discuss market insights and outlook along with investing strategies through the balance of 2024 and beyond.

Key Note: Matthew Ko, CFA® is a VP of T. Rowe Price. and is a portfolio specialist in the Multi-Asset Division. As a dynamic speaker with over two decades of experience, Matt clearly deconstructs and communicates the firm’s global capital markets outlook and asset allocation viewpoints. Matt received his B.B.A. in finance from James Madison University and is a member of the prestigious CFA® Society of Washington, D.C where he resides.

Note: On Market Insights Workshops and Webinars: Get the “straight talk” on the on the markets and economy along with investment risks to avoid and opportunities to consider when managing your nest-egg for the long run before and through your retirement years.

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

Jon W. Ulin, CFP®, CEO, Managing Principal

Please complete the form below to register for an upcoming event, and we will be in touch to confirm your RSVP and to provide details. 

Ready to take the next step? Contact us to get started today!