Events
Life's most complex financial decisions often come during times of transition. We host events designed to be a supportive and informative space for widows, women, and families to navigate the complexities of retirement and intergenerational wealth transfer. From understanding estate planning to building your financial confidence, our workshops, events and seminars provide clarity, community, and practical strategies. Join us to find the guidance you need in a welcoming and understanding environment
Upcoming Events
More events are on the way! Check back soon for more information.
Past Events
May 15, 2026
12:00p - 1:30p
Gio's Deli
2026 Spring Ladies "Bring a Friend" Luncheon
Welcome to our 2026 Spring Ladies "Bring a Friend" Luncheon! As we celebrate the 9th year of this tradition, we are thrilled to have expanded to two events this year to better accommodate our growing community. Following a wonderful gathering in February, we can't wait to reconnect this spring. Our mission remains the same: to help women bridge the investment confidence gap, overcome hesitance, and foster a supportive environment. Please join us for a delicious lunch. We encourage and welcome you to bring a friend to the event. This is a social event there will be no formal presentation.
Securities and advisory services offered by LPL Financial LLC. Member FINRA/SIPC
March 16, 2026
12:00p - 1:30p
Gio's Deli
2nd annual Faith & Fellowship Luncheon for Pastors
You are cordially invited to join us for our Second annual Faith and Fellowship luncheon for Pastors. This is an opportunity to connect with fellow local pastors and share in a time of encouragement, inspiration, and community. We value the vital role you play in shepherding your congregation and strengthening the fabric of our community. This is a social event no formal presentation is planned. Seating is limited, please RVSP today.
February 17, 2026
12:00p - 1:30p
Gio's Deli
9th Annual Ladies "Bring a Friend" Luncheon
Ladies, We’re delighted to announce that this year marks the 9th anniversary of our cherished annual luncheon! To make this event even more special and inclusive, we’re introducing two exciting changes: 1. New Name: The luncheon will now be called the “Ladies ‘Bring a Friend’ Luncheon.” We encourage you to invite a friend who may benefit from an introduction to our services. 2. More Opportunities to Join: We’ll be hosting two luncheons each year—one in February and another in May. If you’re unable to attend in February, you’re warmly welcome to join us in May. We hope this flexibility allows more of you to participate and enjoy the gathering. The format will remain the same—a lovely, relaxed social event designed for connection and enjoyment. We look forward to celebrating with you and your friends!
January 16, 2026
12:00p - 1:30p
Gio's Deli
Introduction to Bonds
Back by popular demand, we are repeating our "Introduction to Bonds" event. If you missed this event last year, we are repeating it again for you. The news talks about the equity markets, but for many retirees Bonds make up a large part of your portfolio. Whether you are a seasoned investor or just starting out, you'll gain a deeper understanding of how bonds work, why they matter, and their role in the global economy. We are privileged to bring back Pasquale Petruzziello CFA, Vice President with Pimco Investment LLC. as our guest speaker for this event. Seating for this event is limited to 30 guests. Please use the attached link to RSVP. Please call our office at 352-415-0002, if you have questions. Pasquale Petruziello of Pimco is not affiliated with or endorsed by LPL Financial or Momentum Wealth. Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.