Events
Upcoming Events
September 24, 2026
6:00p - 8:00p
The Alfond Inn at Rollins
2026 Economic Happy Hour
Please join us for our Economic Update hosted by Stonebridge Financial Planning Group, LLC featuring commentary from Paul Peterson, Regional Vice President of First Trust Portfolios. Paul is a Winter Park resident. First Trust Portfolios home office is located in the Chicago area and their commentary and analysis is provided by Chief Economist Brian Wesbury and Bob Cary, Chief Market Strategist, both who can be seen regularly on various Fox Business shows. Beer, wine, and hors d'oeurves served at 6:00 PM - presentation will begin at 6:15PM. Complimentary valet will be available.
Past Events
March 5, 2026
6:00p - 8:30p
The Monroe
2026 Evening of Gratitude
We're excited to share that our annual Client Appreciation Barbecue has outgrown our office space, thanks to the wonderful growth of our client community! This year, we'll be celebrating at The Monroe, giving us more room to relax, connect, and enjoy great food together. Please note that street parking is metered, or you can park in the UnionWest Garage located on Federal St.