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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

Special Event for our Clients
Shred Day - Post Tax Time
Saturday, April 28, 2018  8:30 am - 12:30 pm
Click here to register

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

Dine & Discover "Cyber Security & Identity Theft"
Wednesday, May 23, 2018, 6 pm
Click here to register

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

2018 Tax Strategies & Tax Planning for Business Owners
This is a special presentation solely for Business Owners. 
Wednesday, June 13, 2018 6 pm
Click here to register

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

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

Client Special Event - "5th Annual Market Update" Dinner
Thursday, September 27, 2018, 6 pm

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

Dine & Discover "How the sexes invest differently—”Men are from Mars Women are from Venus” how two worlds collide
Wednesday, October 24, 2018, 6 pm

Dine & Discover "Tax planning - things you can still do before the end of 2018"
Wednesday, November 14, 2018, 6 pm
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 believe in identifying all the critical facts necessary to make a sound financial decision – one that is in your best interest – BEFORE making the decision.
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free workshops
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 ® 2018 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.