Private Wealth Management Events Archives

2023 Women in Business Speaker Luncheon

Palm City Chamber of Commerce Presents:

2023 Women in Business Speaker Luncheon

Meet the Speaker

Kellie Wardman, PCC, CPCC

Senior Consultant and Executive Coach
DBD Group

Kellie Wardman, PCC, CPCC, serves as a consultant and executive coach for a wide range of innovative and impactful nonprofit organizations. She serves as the lead senior consultant for DBD’s work in strategic planning, board development and governance, and team and organizational culture work. She also provides clients support in facilitating partnerships and collaborations and in feasibility studies and other aspects of fundraising.

Location

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September2023

HJ Sims 2nd Annual Private Wealth Management Summit

HJ Sims is pleased to announce our second annual Private Wealth Management Summit. The internal Summit will be hosted on June 19th through June 21st at The Boca Raton resort in Boca Raton, FL. The theme of this year’s Summit is alternative investments, a hot topic in private wealth management.

The Summit is an opportunity for HJ Sims financial professionals to gather for education, collaboration, inspiration and a little fun under the sun. As we continue to grow, it is important for advisors to stay on top of the pulse in the industry so they can share their knowledge and provide clients with their best service.

The Summit will feature education sessions on products, solutions and technology advancements from leaders in the alternative investment space — including Apollo Global Management, First Trust, PCS, Nexpoint, Skyway Capital Markets and Saybrus Insurance Strategies, WhiteHawk.

Thank you to our sponsors!

The information contained herein is subject to change without notice. Under no circumstances shall this constitute an offer to sell or solicitation of an offer to buy. Investments involve risk including the possible loss of principal. HJ Sims is a member of FINRA and SIPC, and is not affiliated with The Boca Raton, NexPoint, First Trust, Apollo, WhiteHawk, Saybrus, Skyway Capital Markets, or PCS.

June2023

2023 Women in Business Luncheon

Join HJ Sims and Palm City Chamber of Commerce for the Women in Business Luncheon coinciding with International Woman’s Day to advocate and celebrate women in business.

March2023

2022 Women in Business Summit

Palm City Chamber of Commerce Women in Business Summit
Sponsored by Rebecca Beckett, CFP®, HJ Sims

Date & Time: Thursday, September 22, 2:00pm – 5:00pm

Location: Charlie Leighton Park | Palm City Community Center | 2701 SW Cornell Ave. Palm City, FL

We would like to invite you to the Women in Business Summit on September 22, 2022, which is American Business Women’s Day. We are thrilled to be the presenting sponsor for this inaugural event to advocate and celebrate women in business.

Join us for relevant, spirited discussions and presentations from accomplished, local businesswomen on topics ranging from finance, education, business management and health & wellness. Discover, support and network with local businesswomen as they showcase their products and services.

Photos from the Event

Meet the Speakers

Rebecca Beckett, CFP®

Senior Vice President

HJ Sims

Donna Linton

Reverse Mortgage Advisor

Zarro Mortgage Group

Amanda Foster

Mortgage Specialist

Zarro Mortgage Group

Jill Marasa

Director of Development

Ashley Capital

Joan Goodrich

Executive Director

Martin County Business Development Board

Joanne Zarro

President

Zarro Mortgage Group

Dr. Lisa Grassam

Chiropractic Specialist

Grassam Spine & Wellness Center

Agenda

2:00 pm – 5:00 pm

Exhibits

2:10 pm – 2:35 pm

Tools You Can Use…
Speaker: Jill Marasa, Ashley Capital

2:40 pm – 3:05 pm

Mortgage Products & Credit in Today’s Environment
Speakers: Joanne Zarro; Amanda Foster; Donna Linton, Zarro Mortgage Group

3:10 pm – 3:35 pm

Women & Money: Challenges, Successes and Strategies
Speaker: Rebecca Beckett, CFP®, HJ Sims

3:40 pm – 4:05 pm

Top 10 Resources You Should Know (and Use)
Speaker: Joan Goodrich, Martin County Business Development Board

4:10 pm – 4:35 pm

The Power Of A Woman
Speaker: Dr. Lisa Grassam Smith, Grassam Chriopractic and Wellness Center

Location

September2022

24th Annual Knights of York Charity Golf Outing & Dinner

HJ Sims Financial Advisor, Michael Reed Torre is proud to sponsor the Knights of York 24th Annual Charity Golf Outing & Dinner benefiting children’s charities. Michael will be sponsoring a Corporate Foursome at the outing.

About the Knights of York

Founded in 1996, the Knights of York is a modern-day band of of brothers whose noble mission is to improve the lives of children in need. Their motto, “Every Knight for Their Tomorrow” is the vow each Knight takes to succeed at their goal.

A 501(c) (3) nonprofit organization, the Knights of York began its charitable journey as an outgrowth of professional friendship the founders formed. They continue to work compassionately to raise funds for lesser known causes. To date, the Knights of York have donated nearly one million dollars to support medical research, educate autistic children and provide resources to worthy community programs.

Michael Torre is the President Elect of the Knights of York and part of the Golf Outing Committee.

As we continue to experience fluctuations in our capital markets, HJ Sims is committed to Tracking the COVID-19 Impact.

August2022

HJ Sims Announces 1st Annual Private Wealth Management Summit

The HJ Sims Private Wealth Management Group is pleased to announce our first annual Private Wealth Management Summit. The internal Summit will be hosted on May 31^st through June 3^rd at The Boca Raton resort in Boca Raton, FL, a short drive from HJ Sims’ Boca Raton office. The theme of this year’s Summit is alternative investments, a hot topic in private wealth management.

The Summit is an opportunity for HJ Sims financial professionals to gather for education, collaboration, inspiration and a little fun under the sun. As we continue to grow, it is important for advisors to stay on top of the pulse in the industry so they can share their knowledge and provide clients with their best service.

Alternative investments are any financial asset that does not fall into one of the conventional investment categories, such as stocks, bonds and cash. Alternative investments include real estate, private equity, hedge funds, venture capital and collectibles.

Our three-day Summit will feature education sessions on products, solutions and technology advancements from leaders in the alternative investment space.

Thank you to our 2022 Summit sponsors!

The information contained herein is subject to change without notice. Under no circumstances shall this constitute an offer to sell or solicitation of an offer to buy. Investments involve risk including the possible loss of principal. HJ Sims is a member of FINRA and SIPC, and is not affiliated with The Boca Raton, NexPoint, InspereX, First Trust, Capital Square, One Oak, Glide Capital, Apollo, Blue Rock, WhiteHawk Energy or PCS.

May2022

MoneyShow Orlando 2021

Please join HJ Sims for MoneyShow Orlando June 10-12 at Omni Resort at ChampionsGate. Visit our team at Booth 303. Join us for two special presentations on June 11, 3pm-4:15pm, and June 12, 11am-11:45pm:

What if You Choose Not to Follow The Crowd? POWeR Your Portfolio.

What if you could stress test the Top 10 positions against world, political or economic scenarios?

What if you could identify investments that might adversely impact your portfolio within a rising inflation environment?

What if you could help design your own strategies (i.e., socially responsible or disruption innovation)?

What if you could identify investments that could help offset Capital Gains taxes?

Join Cliff Edelmann, Geoff von der Linden, Les Campbell, John Koene and Jonathan Jarow.

June June2021 Year2021