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Upcoming Events

More events are on the way! Check back soon for more information.

Past Events

December 19, 2023

12:00p - 1:00p

Zoom Webinar

April 24, 2022

2:00p - 5:00p

Broken Sound Country Club in Boca Raton Fl

Alzheimer's Charity Event in Memory of Stuart Simon

My dad, Stuart Simon, suffered from Alzheimer’s / dementia for several years and passed from Covid-19, April of 2020. In honor of my father, we are hosting a Pickleball event at Broken Sound Country Club in Boca Raton Fl. Sunday, April 24th from 2-5pm.

September 23, 2021

12:00p - 1:00p

Zoom Virtual Webinar

Webinar: Financial Empowerment for Women

At this FREE webinar, women will learn important and informative tactics on how to become more savvy and aware investors and how to empower themselves to be financially independent. Neale Godfrey and Saul Simon will discuss financial issues facing women today and how to overcome them.

June 15, 2021

12:00p - 1:00p

Virtual Zoom webinar

Divorce—How To Live With It: The Legal, The Financial, and The Emotional… Your Questions Answered

Whether you are contemplating separation or divorce yourself, your spouse has asked you for a divorce, or someone close to you is dealing with this, you should be aware of the many implications that can arise from being unprepared for living on your own. Learn from three professionals about how to navigate the process of divorce and come out more knowledgeable on the other side. The virtual webinar is on June 15th at Noon.

April 7, 2021

12:00p - 1:00p

Zoom Webinar

Elder Care Planning Webinar - Meet The Professionals

Click the headline to learn more about our Elder Care Planning Virtual Webinar on April 7, 2021, with three experts in the field - Saul Simon, Certified Financial Planner, Allison Busch, Elder Care Attorney, and Elyse Weber-Sacks, Certified Geriatric Care Manager. Join us for this informative and important virtual panel discussion.

Event Registration