Broker Check

Coffee & Conversation

A speaker series offering expert insights for better living.

Please join us at our new Naples, FL office in Venetian Village - on the southeast corner of Park Shore and Gulf Shore Blvd N.

This lifestyle series will run from January - April 2023, on the first and third Thursday of each month. See below for the list of topics, and mark your calendar! Coffee and light breakfast will be served, along with captivating conversation.

January 5: Establishing and Maintaining Domicile in Florida
January 19: The Private Golf Club Market in Naples
February 2: Mergers and Acquisitions Market Update
February 16: The Amazing Story of Arthrex
March 2: Florida Homeowners Insurance Update
March 16: Emerging Wine & Spirit Trends
April 6: Ave Maria Catholic Mutual Funds
April 20: Wall Street Economist Update

To register, please either call 239-963-2250 or email

Address: 4040 Gulf Shore Blvd. North, Naples, Florida 34103.  Located in South Venetian Village, next to T-Michaels.

An Investor should consider the investment objectives, risks, charges, and expenses of the investment company carefully before investing.  The prospectus contains this and other information about the investment company and can be found at  The prospectus should be read carefully before investing.

Register Here

Thank you!