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
7.15.26 24th Annual Private Client Dinner | Morton’s | Boca Raton
Mid-Year Market Outlook: What Smart Investors Should be Doing Now.
Join us for an evening of thoughtful conversation, exceptional cuisine, and practical market insight focused on what may matter most for investors in the second half of the year including portfolio positioning, tax-aware strategies, concentrated sector and stock planning, and where opportunities may emerge beyond the headlines.
Speaker: Mark Peterson, Director of Investment Strategy, BlackRock will lead the discussion.
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