We believe it’s important to get to know our clients and their families on a personal level. That's why we host fun, educational and charitable events throughout the year and encourage you and your friends and family to join us.
Below is information on our upcoming events.
As always, you are more than welcome to bring any friends, colleagues, or clients that you think might benefit from the experience.
Please RSVP to Aron at Aron.Weingard@raymondjames.com or (561) 997-9100
On Friday, December 12th, we celebrated our beloved assistant Jacqueline’s five year anniversary with Weingard Wealth Management of Raymond James, at Nancy’s home. We would like to thank our elite clients, family, and friends for sharing this special occasion with us.
In early November, Robert and Nancy were guest speakers at Company A, a group of 100 members attended at the Delray Beach Golf Club. Company A is a wonderful group of successful male retirees who reside in South Palm Beach County. The major theme of our seminar was the importance of involving your significant other in the financial planning process. We also discussed retirement planning, estate planning, charitable endowments, 529 college savings plans, and irrevocable life insurance trusts. Below, Robert and Nancy are pictured being recognized as honorary members of Company A. Forty years from now, Robert hopes to be an official member.
Weingard Wealth Management is a proud supporter of the Jewish Federation’s Young Adult Division of South Palm Beach County. Pictured to the left is Robert Weingard, who helped chair the signature event of the year, Comedy Night Live on Saturday, June 13th. Robert is pictured with comedian Dan Adhoot and Co-Chair Marissa Gart.