Join Our Financial & Tax Events

See Individual Events Below For Additional Details And To Register

Our Financial Events

Our seminars focus on common financial concerns that individuals and families face in retirement, things like how to prepare for unexpected medical expenses, and ways to create income to help support your desired lifestyle.

Attend one of our seminars to learn how addressing these concerns can help you feel more confident about the days ahead.

UPCOMING EVENTS:

  • In-Person Events
  • Client Events
  • Webinars

Events in July 2024

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June 30, 2024
July 1, 2024
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July 16, 2024(1 event)

6:00 pm: Educational Dinner Event


July 16, 2024

"Surviving & Thriving Through Retirement"

Join the Barnett Financial & Tax team for an educational presentation followed by a complimentary dinner. Please call Karen at 800-425-7044 for information.

July 17, 2024(1 event)

1:00 pm: Quarter 2 Investment Town Hall Webinar


July 17, 2024

This Investment Town Hall will be an insightful and engaging Zoom Investment Town Hall as we explore the dynamic landscape of investments and financial markets. In this interactive session, we will delve into key trends, opportunities, and strategies that are shaping the future of investment. Our panel of esteemed experts will share their perspectives on the Q2 2024 market performance as well as discuss upcoming market trends. Whether you're a seasoned investor or just starting your journey, this town hall offers valuable insights and actionable advice to help you make informed decisions in today's ever-changing market environment. Expect lively discussions, thought-provoking insights, and practical tips that can empower you to navigate the complexities of investment with confidence. Don't miss this opportunity to connect with industry leaders, expand your knowledge, and explore new possibilities for your financial future.

We look forward to seeing you there!

Please email Karen at karen@bftwealth.com for the Zoom Webinar invitation.

July 18, 2024(1 event)

6:00 pm: Educational Dinner Event


July 18, 2024

"Surviving & Thriving Through Retirement"

Join the Barnett Financial & Tax team for an educational presentation followed by a complimentary dinner. Please call Karen at 800-425-7044 for information.

July 19, 2024
July 20, 2024
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Take A Look At Pictures From Some Of Our Events

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