Events

Whether it’s keeping up with trends or discussing some other topic, our firm is dedicated to providing sound information to our clients. Along the way, we like to have some fun, too. If any of the events below look interesting, please give us a call or go ahead and register. We’ll be happy to add you and any of your friends that you would like to bring along to our guest list.

Upcoming Events

More events are on the way! Check back soon for more information.

Past Events

May 9, 2024

6:00p - 8:00p

Edgewood Country Club

Women, Wine, & Wealth Event 2024

Grab a glass of your favorite wine (or your beverage of choice) and join us for an evening including a financial planning update, as well as a special chat with Marie Bartoletti! This is a WOMEN only event.

March 13, 2024

1:00p - 3:00p

Connect HQ

Savvy IRA Planning for Baby Boomers: Tax-Saving Strategies to Help You Get More Out of Your IRA

The Unlocking Wealth's Potential Series from Hoffman Wealth Management, LLC is presenting, Savvy IRA Planning for Baby Boomers: Tax-Saving Strategies to Help You Get More Out of Your IRA

March 5, 2024

10:00a - 12:00p

Connect HQ

Savvy Social Security Planning for Couples: What Couples Need To Know About Retirement Income and Social Security

The Unlocking Wealth Potential Series from Hoffman Wealth Management, LLC is presenting Savvy Social Security Planning for Couples: What Couples Need To Know About Retirement Income and Social Security

February 28, 2024

4:00p - 6:00p

Connect HQ

Workshop: 6 Steps to Legacy Planning for the Generations

The Unlocking Wealth Potential Series from Hoffman Wealth Management, LLC is presenting 6 Steps to Legacy Planning for the Generations

February 13, 2024

1:00p - 3:00p

Connect HQ

Workshop: Life After Work: How to Create a Good Life in Retirement.

The Unlocking Wealth Potential Series from Hoffman Wealth Management, LLC is presenting the Life After Work: How to Create a Good Life in Retirement Workshop.

February 1, 2024

10:00a - 12:00p

Connect HQ

Workshop: Savvy Social Security Planning: What Baby Boomers Need to Know to Maximize Retirement Income

The Unlocking Wealth Potential Series from Hoffman Wealth Management, LLC is presenting Savvy Social Security Planning: What Baby Boomers Need to Know to Maximize Retirement Income workshop

January 18, 2024

5:00p - 7:00p

DeNunzio's Italian Chophouse and Sinatra Bar

2024 Outlook Cocktail Party

LPL Research’s Outlook 2024: A Turning Point delivers market insights on what we can expect in the economy, policy, stocks, and bonds for 2024.

December 21, 2023

5:00p - 8:00p

Bella Terra Vineyards

October 3, 2023

7:00p - 8:00p

Webinar

January 20, 2022

5:30p - 7:30p

DeNunzio's Italian Restaurant

Annual Outlook 2022: Passing the Baton

Hoffman Wealth Management invites you to attend Annual Outlook 2022: Passing the Baton. Please join us for cocktails and heavy hors d'oeuvres as we celebrate the New Year, followed by the Annual Outlook, presented by Hoffman Wealth Management.

Event Registration