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
6.11.26 24th Annual Private Client Dinner | Mid-Year Market Outlook | Morton’s | Boca Raton
This private client (only) event will provide a concise market discussion, engaging conversation, exceptional cuisine, and the opportunity to connect with fellow clients and guests of the firm. Topic: Beyond the Headlines: Investing Through War, Inflation, Tech Rotation and Uncertainty
Speaker: Mark Peterson, Director of Investment Strategy, BlackRock will lead the discussion.
About: As markets adjust to persistent inflation pressures and a gradual shift beyond mega-cap tech leadership, portfolio construction becomes increasingly important. This discussion will cover the current economic landscape, lessons from market history, and how thoughtful diversification and risk-aware strategy help investors navigate geopolitical uncertainty from war to tariffs, evolving economic cycles, and a maturing bull market, now in it’s fourth year.
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