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Wealth & Wellness Events

Upcoming Events in South Florida

Welcome and thank you for stopping by! Ulin & Co. Wealth Management is a trusted, independent advisory firm serving successful families, individuals, retirees, corporate executives and business owners for almost two decades. Our firm partners with three of the nation’s leading independent broker dealers, Charles Schwab, Fidelity and Pershing to provide dynamic service in asset custody and management.

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.

There is no cost or obligation to attend an event.

Calendar of Events

December 5th: 17th Annual Client Gala – City Fish Market, 6:30pm-9:30pm

January 17th: Markets & MartinisPavilion Grill, 5:30pm-7pm in our building’s atrium.  Bring a friend and join us for happy hour- with a succinct summation on the markets, networking, hors d’oeuvres and a cocktail with our clients and colleagues.

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

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