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Wealth & Wellness Events

Upcoming Events in South Florida

Welcome and thank you for stopping by! Ulin & Co. is a trusted, independent, SEC- Registered Investment Advisor (RIA) serving affluent families, individuals, retirees, corporate executives and business owners for over 15 years. Our firm partners with three of the nation’s leading broker dealers, Charles Schwab, Fidelity and Pershing to provide dynamic service in asset custody, trading and research.

Our 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 that matter most to you, your family and your financial well-being. Our events focus on financial literacy and education by nature.

Please complete the form below to register, and we will be in touch to confirm. *Bring a guest, and your best questions!

Calendar of Events

March 30th, 2pm-3:30pm, Boca Raton Downtown Library: Money Smart Week (Community Event)
The “Insider’s Guide” to Financial Services and Investing. Visit Library website for registration.

May 11th, 10am-11:30am, Boca Raton Downtown Library: click: Small Business Week (Community Event)
The “Insider’s Guide” to Owning and Running a Small Business. Visit Library website for registration.

June 25th, 6:30pm, Ruth’s Chris Boca Raton BIG IDEAS 2019– Disruptive Technology Trends & Investing (Client- Ed Event by invitation only, limited seating.)

More information:

About Us

Did You Know..…

  • For 48% of married couples, and 71% of those unmarried, Social Security makes up more than 50% of their income *(SSA)
  • Only 18% of pre-retirees surveyed said they felt “very confident” that they will have enough money for retirement *(SSA)
  • More Delaying Retirement *PlanAdvisor “Employers need to do a more rigorous job of helping people with their overall financial wellness.”

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