Our events are generally by invitation only. If you are a client, expect to receive formal invitations by mail or in person. If you are not a client and are interested in attending future events, you are welcome to introduce yourself by calling (941) 485-5222.
Attorneys seeking continuing legal education (CLE) credits are also encouraged to contact us for our CLE speaking schedule. Some of our prior gatherings are listed below:
Topic: The First Wealth Is Health: Cashing In On the Longevity Dividend
Date: 2/5/2015
Location: Venice Yacht Club
Speakers: Heather Cappello, MD, Board Certified Geriatrics Physician, First Physicians Group of Sarasota Memorial | Denise Drabik, M.S.W., President, Senior Crossroads, a professional Geriatric Care Management Company | Bret R. Tackett, MS, CFP, President, Tackett Wealth Management
Special Guests: Teresa K. Bowman, Esq., Elder Law Attorney, Teresa K. Bowman PA | Thomas T. Shirley, Estate Planning Attorney, Dunkin & Shirley, P.A.
Invitees: Clients and their guests only
Topic: Protecting Your Wealth From Outside Threats
Date: 11/5/2013
Location: Venetian Golf & River Club, Nokomis, FL 34275
Speakers: Tom Mattmuller, Police Captain, City of Venice | Andy Leisenring, Detective, City of Venice | Robert Foster, Owner, Onsite Computer Repair | Bret R. Tackett, MS, CFP, President, Tackett Wealth Management
Invitees: Clients and their guests only
Topic: Wine & Wealth
Date: 3/29/2012
Location: Historic Venice Train Depot, Venice, FL 34285
Speakers: Interactive stations presented by Teresa K. Bowman, Esq., Elder Law Attorney, Boyer, Jackson, Bowman & Boyer, P.A. | Mark R. Smith, CPA, President, Smith & Waggoner, CPAs, PA | Bret R. Tackett, MS, CFP, President, Tackett Wealth Management
Invitees: Clients and their guests only
Topic: Retirement Strategies: Preparing For The Unexpected
Date: 2/24/2011
Location: Plantation Golf & Country Club, Venice, FL 34293
Speakers: Teresa K. Bowman, Esq., Elder Law Attorney, Boyer & Boyer, P.A. | Kathleen Simonds, Senior Friendship Center | Bret R. Tackett, MS, CFP, President, Tackett Wealth Management
Invitees: Clients and their guests only
Topic: 70 1/2 – Required Minimum Distributions and the Stretch IRA | Protecting Your Wealth From Unnecessary Taxes
Date: 2/3/2011
Location: Jackson’s, Venice, FL 34285
Speaker: Bret R. Tackett, MS, CFP
Invitees: Florida Estate Planning Attorneys
Credits: 1 hour of Continuing Legal Education (CLE)