2023 Women in Business Speaker Luncheon

Palm City Chamber of Commerce Presents:

2023 Women in Business Speaker Luncheon

Sponsored by Rebecca Beckett, CFP®, HJ Sims

Date & Time: Friday, September 22, 2023 | 11:30 am – 1:30 pm

Location: New Hope Fellowship | 3900 SW Citrus Blvd., Palm City, FL

We would like to invite you to the Women in Business Speaker Luncheon on September 22, 2023, which is American Business Women’s Day. We are thrilled to be the presenting sponsor for this event to advocate and celebrate women in business.

Join us to hear from dynamic speaker and businesswoman Kellie Wardman, PCC, CPCC, Senior Consultant and Executive Coach with DBD Group, who will speak on Family and Work Life Balance.

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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Sinai Residences Phase II Reaches100% Occupancy

HJ Sims congratulates the Toby & Leon Cooperman Sinai Residences (“Sinai Residences”) on achieving 100% occupancy of its East Campus expansion.  Sims first partnered with Sinai Residences in conjunction with its initial seed capital financing in 2011 and has subsequently provided a number of financings and refinancings to build out the full campus, including the $135 million, 111-unit independent living (East Campus) expansion in 2020.  Sinai Residences has demonstrated the ability to fill two large independent living projects, at a remarkable pace. Again, congratulations to Sinai Residences on such an amazing milestone for the East Campus.

“We are thrilled by the remarkable and fast paced occupancy of 100% in Sinai Residences Phase II, which we refer to as the East Campus. We attribute this success to the thoughtful design process we employed throughout the planning stages which focused on generous green spaces in the apartment building and a wide range of options, including luxury finishes and decadently designed living spaces. We also engaged with depositors by hosting ongoing gatherings, communicating regularly via our community newsletter and curating special groups for them to meet such as a book club. This helped to showcase Sinai Residences’ role as a pillar in the community, our high degree of existing resident satisfaction, and just as importantly, our quality reputation for service and hospitality.”

– Rachel Blumberg, President and CEO, Toby and Leon Cooperman Sinai Residences of Boca Raton

Learn about how Sinai Residences partnered with HJ Sims to assist with the financing of this project.

Congratulations to the staff and residents of the Toby & Leon Cooperman Sinai Residences !

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.