Educational Events

Our free seminars are a great way to quickly see how we help families like yours. Even though we have nearly a billion-dollars under management as of January 2022, there’s no minimum wealth requirement to work with us; we seek families who are the right fit for the way we do business. Discover our passion for individualized, efficient service to each family we advise. Register today.

The Power of Rising Dividends explains how we focus on creating income through rising dividends while managing money from a tax perspective. Declaring Florida Your Domicile helps you decide if doing so is in your best interest.

Declaring Florida Your Domicile And Income Planning

Sessions will feature Michael J. Cowan, Managing Principal of Gardens Wealth Management, who will explore income planning in the current interest rate and tax environment.

Florida Domicile Topics

  • Changes to the 183-day rule
  • Homestead and tax planning
  • What to expect during an audit

While we don’t provide legal advice, we partner with legal experts who are equipped to address the legal issues associated with your individual financial situation.

Income Planning Topics

  • Creating a tax-efficient income plan
  • Rising dividends for retirement
  • What we can control as investors

Sign Up for an Upcoming Event

The Power of Rising Dividends 

Michael J. Cowan, PIM Portfolio Manager, will discuss creating income from companies that have historically provided a reliable and consistent paying dividend. 

Sign Up for an Upcoming Event

Investment and Insurance Products are:

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  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

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