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Blatt Finanical Group Client Events

At Blatt Financial Group, we hold client educational series for our clients and their guests that feature information on financial topics, identity theft and other topics of interest. Often, our Client Events include guest speakers and special activities as well as take-home materials. We strive to keep you up-to-date on issues that matter to you, your family and your financial well-being. Feel free to schedule a one-on-one, no-obligation meeting whenever you attend an event. If you would like to be a guest speaker, please contact Peter Blatt at (561) 625-0900.

By attending a Blatt Financial Group client event or scheduling a meeting, you may be offered information regarding the purchase of insurance and investment products.

SAVE THE DATES

Wednesday, November 15, 2017, 6 pm
Dine & Discover
"Tax Planning Under the President's Tax Proposal: Thoughts from a busy CPA about Year End Tax Planning. Also learn the ins and outs of the newest rules regarding Homestead Portability and Downsizing / Rightsizing and Buying New Property"

Hilton Garden Inn
3505 Kyoto Gardens Drive
Palm Beach Gardens, FL 33410
Click here to register

Wednesday, December 13, 2017, 6 pm
Dine & Discover
What's on your Retirement Bucket List?

This will be a fun and interactive event sharing travel ideas and where to find the best deals; starting a new hobby; leisure activities, etc. We will also be collecin unwrapped (new) toys for Toys-For-Tots.
Hilton Garden Inn
3505 Kyoto Gardens Drive
Palm Beach Gardens, FL 33410

2018 EVENTS

Wednesday, January 18, 2018, 6 pm
Dine & Discover
How to Feel Like a Million Bucks

Our presenter will be a local nutrtionist that will share healthy eating habits.

Retirement Planning Today Class at Palm Beach State College 
Thursdays - January 25 & February 1, (Reference Number: 238784)
6:30 pm - 9: 30 pm
OR
Tuesdays - January 30 & February 6, (Reference Number: 238783)
6:30 pm - 9:30 pm
Palm Beach State College - Gardens Campus
Click here to register

Sunday, February 11, 2018 (Time TBD)
Special Event for our lady clients and their friends!

Ladies' Valentine event
(More details to come)

Wednesday, February 21, 2018, 6 pm
Dine & Discover
Investing in Real Estate

Wednesday, March 7, 2018, 6 pm
Dine & Discover
Last minute planning before you file your tax return

Thursday, March 15, 2018 (Time TBD)
Special Event for clients and their guests
Movie Night (Movie TBD)
(More details to come)

Wednesday, April 18, 2018 at 6 pm
Dine & Discover
Social Security & Top 10 Revised Tips of Retirement

Wednesday, April 24, 2018 (Time TBD)
Special Event for our Clients
Shred Day - Post Tax Time
(More details to come)

Retirement Planning Today Class at Palm Beach State College 
Thursdays - April 26 & May 3, (Reference Number: 238931)
6:30 pm - 9: 30 pm
OR
Tuesdays - May 1 & May 8, (Reference Number: 240119)
6:30 pm - 9:30 pm
Palm Beach State College - Gardens Campus
Click here to register

Wednesday, May 23, 2018, 6 pm
Dine & Discover
Cyber Security & Identity Theft

Wednesday, June 6, 2018, 6 pm
Dine & Discover
Asset Protection: Latest legal techniques to protect your assets and those of your kids

Wednesday, July 11, 2018, 6 pm
Dine & Discover
Cover Your Assets (revised)

Wednesday, August 22, 2018, 6 pm
Dine & Discover
Half-Time Report

Thursday, September 27, 2018, 6pm
Special Event for clients and their guests
5th Annual Market Update Dinner

Retirement Planning Today Class at Palm Beach State College 
Thursdays - October 4 & October 11
6:30 pm - 9: 30 pm
OR
Tuesdays - October 9 & October 16
6:30 pm - 9:30 pm
Palm Beach State College - Gardens Campus

Wednesday, October 24, 2018
Dine & Discover
How the sexes invest differently—”Men are from Mars Women are from Venus” how two worlds collide

Wednesday, November 14, 2018, 6 pm
Dine & Discover
Tax planning - things you can still do before the end of 2018

PREVIOUS EVENTS

Thursday, October 5, 2017
Client Event
"4th Annual Market Update Dinner"

Wednesday, September 13, 2017
Dine & Discover
"Retirement Planning 2.0"
THIS EVENT WAS CANCELLED DUE TO HURRICANE IRMA

Wednesday, August 23, 2017
Dine & Discover
"Cover Your Assets"
Financial Hurricane Paredness

Wednesday, June 28, 2107
Dine & Discover
“2017 Half Time Report”
RECORD STOCK MARKET HIGHS. HEATED POLITICAL DEBATES. CONFLICTING ECONOMIC HEADLINES.

Wednesday, May 31, 2017
Dine & Discover
Discover the Secret Top 10 Tips for Retirement
About Blatt Financial Group
About peter blatt
Peter Blatt is a prominent estate planning and taxation attorney and financial advisor servicing clients throughout Palm Beach Gardens and North Palm Beach County.
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We’re committed to helping you make informed decisions about your financial future. View our calendar of upcoming events. We invite all clients, referrals and visitors to attend our events.
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*Guarantees provided by insurance products are backed by the claims paying ability of the issuing carrier.

The Social Security Decisions Report is provided for informational purposes only. It is not intended to provide tax or legal advice. By requesting this report you may be provided with information regarding the purchase of insurance and investment products in the future.

All Materials Copyright ® 2017 Blatt Financial Group, LLC. Blatt Financial Group, LLC is a Financial Planning and Estate Planning firm. Together with its affiliates, Blatt Legal, PLC, and Center for Asset Management (CFAM), a Registered Investment Advisor with the Florida Office of Financial Regulation, Peter Blatt, J.D. LL.M. offers estate planning legal services and financial planning in Palm Beach County, Florida.