Public Seminars

Welcome to Our Public Seminars

We are excited to invite you and your guests to join us for an upcoming open public seminar! Our seminars are designed to provide you with valuable insights into what's happening in the world and market economy today and how our services can help impact your long-term financial well-being. You will have the opportunity to meet with one of our Private Wealth Managers and ask any questions you may have. We look forward to seeing you there!

How To Be A Smart Investor in 2024

Is a stock market crash coming in 2024? Our own Patrick Fross, RICP® will discuss the biggest financial questions on people's minds as we enter a new year and walk through strategies to brave the unknown.


  • January 24 - at full capacity 
  • February 6 - at full capacity 
  • February 21 - at full capacity 
  • March 4 - at full capacity

TIME: 10:00 AM Presentation

WOLFGANG PUCK: 3003 Brownwood Blvd, The Villages, FL 32163

Want to join the Waitlist for March 4th? Call us now! Your Code: WEB0124

Investing in 2024

What do changes in interest rates, the White House and potential sunsetting tax codes mean for your portfolio in the coming year? Join Renee Springstead at Prima Italian Steakhouse for one of our available dates.


  • January 31 - at full capacity 
  • February 13 - at full capacity
  • February 27 - at full capacity 
  • Wednesday, March 13

TIME: 10:00 AM Presentation

PRIMA ITALIAN STEAKHOUSE: 3660 Kiessel Rd, The Villages, FL 32163

Call to Register! Your Code: WEB0224

Women, Wine & Wisdom

Don't miss this informative session on the basics of investing, where you can chat with Renee and socialize with other women with similar financial interests.


  • Monday, March 18

TIME: 3:00 PM Presentation

Fross & Fross Brownwood Office: 2662 West Torch Lake Drive, The Villages, FL 32163

Call to Register! Your Code: WEB0324