Broker Check

Events

Join us for upcoming events designed to help our clients and friends make informed decisions and build lasting financial confidence. Through educational conversations, meaningful connections, and insights from our Prosperity Pathfinder process, we create opportunities to explore strategies and relationships that support your goals, your family, and your vision for the future.

Upcoming Events

October 20, 2026

4:00p - 5:00p

Zoom Webinar

Webinar - New Tax Law Changes: What You Need to Know

ART Tracking #1179045

Securities offered through LPL Financial, member FINRA/SIPC. Investment advisory services offered through IHT Wealth Management, LLC., a registered investment advisor. IHT WEALTH MANAGEMENT LLC and Boardwalk Wealth Solutions are separate entities from LPL Financial. This workshop is for informational purposes only. Neither Boardwalk Wealth Solutions, IHT Wealth Management,nor LPL Financial provides tax or legal advice. Consult your CPA or tax professional for more information. Investing involves risks including possible loss of principal. No investment strategy or risk management technique can guarantee returns or eliminate risk in all market environments. These are the views of FMG Suite, not necessarily those of the named representative,Broker/Dealer, or financial professional, and should not be construed as investment advice. Neither the named representative nor the named Broker/Dealer or financial professional gives tax or legal advice. All information is believed to be from reliable sources; however, we make no representation as to its completeness or accuracy. Please consult your financial professional for further information.

Past Events

September 1, 2026

5:00p - 7:00p

Signature Workspace - Wiregrass Mall

Kick off to Football with The Wine and Wealth Social™

ART Approval #1154193

July 9, 2026

4:00p - 5:00p

Zoom Webinar

Webinar - Introduction to the Prosperity Pathfinder™️

ART Tracking #1072313-01-02

June 23, 2026

5:00p - 7:00p

Signature Workspace - Wiregrass Mall

Red, White, and Blue Wine and Wealth Social!

ART Approval #1115709

March 17, 2026

5:00p - 7:00p

Signature Workspace - Wiregrass Mall

St Patrick's Day Wine and Wealth Social!

ART Approval #1071244

December 9, 2025

6:00p - 7:00p

Zoom Webinar

Webinar - The Prosperity Pathfinder™️ Series, Part 4: The Legacy Multiplier™️

ART Tracking # 826438-1

December 4, 2025

5:00p - 7:00p

Signature Workspace - Wiregrass Mall

Holiday-themed Wine and Wealth Social - Ugly Sweater Edition!

ART Approval #821080-1

September 10, 2025

6:00p - 7:00p

Zoom Webinar

Webinar - The Prosperity Pathfinder™️ Series, Part 3: The Journey Navigator™️

ART Tracking # 776041

September 3, 2025

5:00p - 7:00p

Signature Workspace - Wiregrass Mall

Quarterly Wine and Wealth Social

June 3, 2025

6:00p - 7:00p

Zoom Webinar

Webinar - The Prosperity Pathfinder™️ Series, Part 2: The Destination Clarifier™️

COMPLIANCE - ART TRACKING #721217-1

May 7, 2025

5:00p - 7:00p

Signature Workspace - Wiregrass Mall

Quarterly Wine and Wealth Social

April 23, 2025

6:00p - 7:00p

Zoom Webinar

Webinar - The Prosperity Pathfinder™️ Series, Part 2: The Destination Clarifier™️

COMPLIANCE - ART TRACKING #721217-1

February 5, 2025

5:00p - 7:00p

Signature Workspace - Wiregrass Mall

Quarterly Wine and Wealth Social

November 7, 2024

4:00p - 5:00p

Zoom Webinar

Webinar - Introduction to the Prosperity Pathfinder™️

October 24, 2024

5:30p - 7:00p

Signature Event Space

WIne and Wealth Social

June 13, 2024

5:00p - 8:00p

TopGolf - Brandon

Swing into Father's Day at TopGolf with Boardwalk Wealth Solutions!

April 24, 2024

5:30p - 6:30p

Signature Eventspace

Wine and Wealth Social

March 20, 2024

10:00a - 11:00a

Signature Event Space-Gillette Board Room

What's BREWING at Boardwalk?

February 21, 2024

6:00p - 7:00p

Signature Event Space

Welcome to Boardwalk Wealth Solutions!

November 9, 2023

5:30p - 8:30p

Brass Tap

New Office Celebration!

Event Registration

Will you be able to attend this event?