Arbor Events

Our events are led by experienced financial professionals who have a deep understanding of the industry and a passion for helping people succeed. We offer a variety of formats to suit your preferences, including virtual webinars and in-person seminars.

kelby

Social Security Required Distributions & Retirement Planning Free Webinar – Join Us!Wednesday, October 30, 2024, 6:00 PMJoin Arbor Capital as we guide you through the latest on social security benefits and how to maximize your retirement income. “Will Social Security be around when I retire?”   “When should I file

Arbor Capital

Estate Planning Workshops An Introduction to Estate PlanningJuly 30, 2024 – NoonJoin Arbor Capital as we guide you through estate planning options and how they may benefit you and your heirs. “I know I need a will to protect my family, but where do I start?” “Will my heirs owe

Arbor Capital

Maximizing Your Retirement Income: Social Security and Financial Planning Strategies Our event series has come to an end. To stay informed about upcoming events, subscribe to our newsletter. Arbor Capital Management is inviting individuals to attend their upcoming Social Security & Financial Planning Workshop for Retirement. The exclusive event will provide attendees

There is no time like the present

Let’s connect over a cup of coffee – or if you prefer, we can meet virtually. We meet you where you are.

woman holding child

Did you know we work with many of our clients completely virtually?

Whether you’re in Fort Lauderdale or Fairbanks – or anywhere in between – we’re happy to serve you outside of the traditional brick-and-mortar advisory relationship. Our clients can opt for virtual or in-person meetings as their needs require.