Aug
22
10:00 AM10:00

Arbor Wealth Management Seminar - Are You Recession Ready?

Morning seminar: 10:00 AM - 11:00 AM
Evening seminar: 5:30 PM - 6:30 PM

With rising interest rates, trade tariff wars, domestic and foreign political risk, as well as one of the longest-running bull markets in U.S. economic history, many professional investors are preparing for the next recession.

Join the Arbor Wealth Management team on Wednesday, August 22nd at 10:00 AM or 5:30 PM to discuss strategies to protect your portfolio in potentially volatile economic times ahead. Reservations are required and refreshments will be served, and we look forward to seeing you. If you can't make it, please click the link below, or call us to schedule a complimentary portfolio review. Call (850.608.6121) to reserve seating.

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Arbor Wealth Management Seminar – Annuity Rescue Workshop
Apr
25
10:00 AM10:00

Arbor Wealth Management Seminar – Annuity Rescue Workshop

Morning seminar: 10:00 AM - 11:00 AM
Evening seminar: 5:30 PM - 6:30 PM

Do you own an annuity? Are you considering one? Join the Arbor Wealth Management investment team as we cover annuity fee structures, rider implications, estate planning considerations, tax effects and inflation risks. We’ll also explore the potential pitfalls of different types of annuity contracts. Call (850.608.6121) to reserve seating.

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Arbor Wealth Management Seminar – Income Production & Market Volatility: Constructing a Portfolio Paycheck in an Increasingly Volatile Market
Mar
28
10:00 AM10:00

Arbor Wealth Management Seminar – Income Production & Market Volatility: Constructing a Portfolio Paycheck in an Increasingly Volatile Market

Morning seminar: 10:00 AM - 11:00 AM
Evening seminar: 5:30 PM - 6:30 PM

Investors who need regular income from their portfolios and want to avoid the swings of volatile markets face a more difficult challenge than ever. Please join Margaret R. McDowell, ChFC®, AIF® and the Arbor Wealth Management team as they discuss Arbor Wealth Management’s customized portfolio strategies designed to create consistent income regardless of market volatility.  Call (850.608.6121) to reserve seating.

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Arbor Wealth Management *Evening* Seminar – Investing in a Volatile, Late-Stage Bull Market
Feb
28
5:30 PM17:30

Arbor Wealth Management *Evening* Seminar – Investing in a Volatile, Late-Stage Bull Market

Investors have already dealt with a correction in 2018 with heightened volatility expected in the coming year. Join Arbor Wealth Management’s Advisor Team for a presentation where we’ll focus on how retirees can defensively prepare their portfolio for volatility and rising interest rates while still collecting income and striving for growth. Call (850.608.6121) to reserve seating! 

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Arbor Wealth Management *Morning* Seminar – Investing in a Volatile, Late-Stage Bull Market
Feb
28
10:00 AM10:00

Arbor Wealth Management *Morning* Seminar – Investing in a Volatile, Late-Stage Bull Market

Investors have already dealt with a correction in 2018 with heightened volatility expected in the coming year. Join Arbor Wealth Management’s Advisor Team for a presentation where we’ll focus on how retirees can defensively prepare their portfolio for volatility and rising interest rates while still collecting income and striving for growth. Call (850.608.6121) to reserve seating! 

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Arbor Wealth Management Seminar – How Investors Can Benefit from Tax Reform in 2018
Jan
31
3:00 PM15:00

Arbor Wealth Management Seminar – How Investors Can Benefit from Tax Reform in 2018

The Tax Cuts and Jobs Act of 2017 is the first comprehensive overhaul of the American tax system in more than 30 years, with many provisions that can impact investors and retirees. Please join the Arbor Wealth Management team to discuss how portfolios may be repositioned to benefit from this legislation. Call (850.608.6121) to reserve seating! Hors d’oeuvres & wine will be served at 3:00 PM with the presentation to follow.

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Arbor Wealth Annual Christmas Party
Dec
6
5:15 PM17:15

Arbor Wealth Annual Christmas Party

This is our first ever Christmas Party and we're so excited to have fun with our Arbor Wealth family! There will be a pre-party cocktail hour, photo booth, dinner and desserts served, toasts, dancing, and more! Please RSVP via email (info@arborwealth.net) or phone (850.608.6121) as there is limited seating!

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Arbor Wealth Management Seminar - Income Production in a Low Yield World
Nov
9
10:00 AM10:00

Arbor Wealth Management Seminar - Income Production in a Low Yield World

Creating a portfolio paycheck is harder than ever due to persistently low interest rates. Join us for a presentation where we’ll discuss our income strategies which utilize dividend-paying stocks, bonds, real estate investment trusts and master limited partnerships to create reliable income.

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Arbor Wealth Management Seminar - An Investing Playbook for the Second Half
Sep
27
9:00 AM09:00

Arbor Wealth Management Seminar - An Investing Playbook for the Second Half

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With high valuations, low interest rates and an aging bull market, now is the time to evaluate your portfolio and your financial plan. Join our investment team as we present an analysis of current market conditions and provide an overview of strategies to navigate the markets in 2017.

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Arbor Wealth Management Seminar - An Investing Playbook for the Second Half
Aug
23
9:00 AM09:00

Arbor Wealth Management Seminar - An Investing Playbook for the Second Half

With high valuations, low interest rates and an aging bull market, now is the time to evaluate your portfolio and your financial plan. Join our investment team as we present an analysis of current market conditions and provide an overview of strategies to navigate the markets in 2017.

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Preparing Your Portfolio for 2017
Feb
8
9:00 AM09:00

Preparing Your Portfolio for 2017

Arbor Wealth Management welcomes you to attend its second investment presentation of the year, "Preparing Your Portfolio for 2017." Margaret R. McDowell, ChFC®, AIF®, firm founder and principal will lead the presentation, focusing on the impact of rising interest rates, a strong dollar, a new administration, an aging bull market and European elections. Margaret will be joined by Andrew K. McDowell, Esq., CFP® and Patrick R. McDowell, CFP®, AIF® of Arbor Wealth Management. Refreshments will be served, and reservations are kindly requested. Please call to reserve your seat at 850.608.6121.

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Preparing Your Portfolio For 2017
Jan
25
9:00 AM09:00

Preparing Your Portfolio For 2017

Arbor Wealth Management welcomes you to attend its first investment presentation of the year, "Preparing Your Portfolio for 2017." Margaret R. McDowell, ChFC®, AIF®, firm founder and principal will lead the presentation, focusing on the impact of rising interest rates, a strong dollar, a new administration, an aging bull market and European elections. Margaret will be joined by Andrew K. McDowell, Esq., CFP® and Patrick R. McDowell, CFP®, AIF® of Arbor Wealth Management. Refreshments will be served, and reservations are kindly requested. Please call to reserve your seat at 850.608.6121.

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