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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

January 17th: Markets & Martinis: Clients Bring a friend or coworker and join us for Happy Hour- Friday January 17th from 5:30pm- 7pm at the Pavilion Grill (in our downstairs atrium) for a succinct summation on the markets and investing along with excellent drinks, hors d’oeuvres and networking. Speaker: Regional Director from J.P. Morgan

February 21st: Markets & Martinis: Clients – Bring a friend or coworker and join us for Happy Hour- Friday February 21st from 5:30pm- 7pm at the Pavilion Grill (in our downstairs atrium) for a succinct summation on the markets and investing along with excellent drinks, hors d’oeuvres and networking. Speaker: Regional Director from Eaton Vance.

  • About our monthly event series: What’ll you have? The usual? A sip of uncertainty? A splash of knowing that you don’t really know the best way to decipher the markets and headline news? Or…may we suggest something with a little more snap? How about a martini paired with a remarkably clear distillation of the economy with the monthly market outlook and how to apply it to your portfolio?

Note: Speakers and sponsors are not affiliated with IFP Securities or Ulin & Co. Wealth Management 

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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