Past Meetings

    THE BUZZ WITH BRAXTON: Zoom Chat to discuss a featured article from August Journal of Financial Planning

    August 20, 2020
    8:30 AM - 9:30 AM

    Zoom Video

    A fun and casual way to expand your knowledge & connect with peers

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    Not Your Typical CFP® Ethics Course... Register for July 23 Event Today

    July 23, 2020
    3:00 PM - 5:40 PM

    Zoom Video

    A Virtual Summer Ethics Class

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    THE BUZZ WITH BRAXTON July 16: Making the Transition from Financial Planning to Longevity Planning

    July 16, 2020
    8:30 AM - 9:30 AM

    Zoom Video

    casual conversations about hot topics

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    THE BUZZ WITH BRAXTON: Portfolio Analysis in a Time of Chaos

    June 18, 2020
    8:30 AM - 9:30 AM

    Zoom Video

    A Zoom Video Meeting

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    The Secure Act: New Dawn for Retirement Benefits

    March 11, 2020
    5:30 PM - 8:00 PM

    Vyne House Grand Hall - Talis Park
    16980 Livingston Road
    Naples, FL 34110
    Venue website

    with Estate Planning Attorney Jeanette Lombardi

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    2020 Economic Outlook at FGCU

    January 15, 2020
    5:30 PM - 8:00 PM

    Florida Gulf Coast University - Lutgert College of Business
    10501 FGCU Boulevard South - Cohen Center, Room 214
    Fort Myers, FL 33965
    Venue website

    RSVP by Jan 13: [email protected]

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