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Wealth & Wellness Events

Upcoming Events in South Florida

Welcome and thank you for stopping by! Ulin & Co. Wealth Management is an independent SEC Registered Investment Advisor firm serving successful boomers and retirees for over 15 years. We offer personalized money management and retirement income planning services for investors with portfolio’s of $250,000 or more.

Often, our workshops include guest speakers as well as take-home materials. We strive to keep you up-to-date on issues that matter most to you, your family and your financial well-being.  Thanks for stopping by! Make sure to bookmark our page.

Our 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 Spanish River Library: 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.)

To register for an event or request us for a speaking engagement, please complete the form below and we’ll be in touch shortly. 

More information: About Us

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