Events

We are dedicated to providing useful information to our clients.  On this page you will see our upcoming events.  We like to have some fun with our clients as we appreciate your business.  Please check back often and see what we are up to!  All are welcome, and feel free to invite a friend.

Upcoming Events

October 14, 2023

9:00a - 12:00p

Night Star Planning & Wealth Management

Past Events

September 19, 2023

6:30p - 7:30p

This is a ZOOM presentation

Tuesday, September 19, 2023- ZOOM PRESENTATION-Estate Planning-Important Documents Everyone should have

Join us for a ZOOM presentation Tuesday, September 19, 2023 6:30-7:30pm Feel Free To Contact Us With Any Questions 727-203-3388 Or Suzy@Nightstarfinancialservices.Com

August 15, 2023

6:00p - 8:00p

Night Star Planning & Wealth Management

August 15, 2023 - Estate Planning - Important Documents Everyone Should Have

Join us on Tuesday, August 15, 2023 from 6-8pm Feel Free To Contact Us With Any Questions 727-203-3388 Or Suzy@Nightstarfinancialservices.Com

April 20, 2023

6:00p - 8:00p

Night Star Planning & Wealth Management

October 18, 2022

6:00p - 8:00p

Barbara's Place

September 27, 2022

6:00p - 8:00p

Barbara's Place

May 12, 2022

6:00p - 8:00p

Starkey Ranch

June 23, 2021

12:00p - 1:00p

This is a virtual event

April 16, 2021

4:00p - 6:00p

Barbara's Place

January 28, 2021

11:00a - 12:00p

This is a special ZOOM Presentation

US & International Market Update

Barbara Sekely, a Financial Advisor with Waddell & Reed, invites you to attend a special Zoom presentation, a US and International Market Update.

December 8, 2020

5:30p - 6:30p

This is a Zoom presentation

December 1, 2020

5:30p - 6:30p

This is a Zoom presentation

Visualize Your Retirement Zoom Presentation

Stuart Ritter, CFP®, Retirement Insights Leader with T. Rowe Price Investment Services will discuss, What are you saving for? And the 5 W's of your retirement vision: Who, What, Where, When and Why.

November 17, 2020

5:00p - 6:00p

This is a Zoom presentation

August 31, 2020

5:30p - 6:30p

This is a Webex presentation

Five Wishes Presentation

Barbara Sekely, a Financial Advisor with Waddell & Reed, invites you to attend a special Webex meeting, covering your most valuable assets, your health and your wealth.

August 18, 2020

10:00a - 11:00a

This will be a Webex presentation

Five Wishes Presentation

Barbara Sekely, a Financial Advisor with Waddell & Reed, invites you to attend a special Webex meeting, covering your most valuable assets, your health and your wealth.

August 11, 2020

12:00p - 1:00p

This will be a Webex presentation

April 16, 2020

11:30a - 1:30p

WebEx Event Only

You are invited to an Informational Webinar!

Barbara Sekely, A Financial Advisor with Waddell & Reed, invites you to attend an informational webinar. Kevin Kelly, Direct and Wholesaler with MFS Fund Distributors, Inc., will be speaking on 10 Principles of Long Term Investing Resilience along with a brief market update.

February 26, 2020

6:00p - 8:00p

Barbara's Kitchen

CHANGED DATE: You are invited to a networking event!

Join Barbara and friends for a networking event. Carmen Palogruto with Cruise Planners will present Valuable Travel Tips.

Event Registration