At Nova Wealth Management, we believe that financial knowledge is power, and that the best way to empower yourself is to engage with expert-led, community-focused events. Whether you’re a seasoned investor, a business owner, or someone taking the first steps toward financial planning, our events provide a welcoming space to learn, ask questions, and connect with others who are also on a journey to financial wellness.
We host a variety of events throughout the year in Naples, FL and surrounding Southwest Florida communities, including Fort Myers, Marco Island, Estero, and Bonita Springs. These events are designed to support our mission of helping you gain clarity and confidence in your financial future while also building strong, lasting relationships in the local community.
Our events are as dynamic and diverse as the clients we serve. From intimate educational workshops to engaging community panels and networking socials, you’ll find each event packed with valuable insights and authentic conversations.
Hear directly from our team of experienced CERTIFIED FINANCIAL PLANNER™ professionals and guest speakers on relevant topics in wealth management, retirement planning, tax strategies, estate planning, and more.
Hear directly from our team of experienced CERTIFIED FINANCIAL PLANNER™ professionals and guest speakers on relevant topics in wealth management, retirement planning, tax strategies, estate planning, and more.
Our events are crafted to leave you with knowledge you can actually use. You won’t just hear theory; you’ll gain tools, strategies, and confidence.
We focus on creating judgment-free, inclusive, and welcoming spaces. You don’t have to be a financial expert to attend; just come curious.
Most of our events are free of charge and open to both current clients and the general public. It’s one of the ways we give back to our community.
Our events cover a wide range of financial and lifestyle topics tailored to your needs at every stage of life. Some of our most popular gatherings include:

Get step-by-step guidance on budgeting, saving, retirement planning, and investment strategies

Learn from our tax professionals how to maximize deductions and stay ahead of ever-changing tax laws

Get step-by-step guidance on budgeting, saving, retirement planning, and investment strategies

Stay informed with up-to-date analyses and forecasts from industry professionals and our Nova advisors

Celebrate with us at family-friendly socials and exclusive events designed to show our gratitude for your trust.
When you attend a Nova Wealth Management event, you’re doing more than just learning; you’re building relationships and becoming part of an engaged, informed financial community right here in Naples, Florida. Our events are designed to reflect your lifestyle, your values, and your goals.
We understand how crucial it is to make informed financial decisions, especially in today’s constantly evolving landscape. That’s why our events are led by people who don’t just understand markets, they understand people. You’ll leave each event feeling more informed, more empowered, and more connected.
View our event calendar for upcoming workshops, guest speakers, and community gatherings. Be sure to RSVP early, as space is often limited.
And if you’d like to receive personalized event invitations straight to your inbox, sign up for our newsletter or follow us on social media. We’re active on platforms like Facebook and LinkedIn, where we frequently share event updates, behind-the-scenes moments, and financial tips from our team.
october, 2025

If you’re an organization, HOA, or business in Collier County or surrounding areas and would like to collaborate with us to host a financial literacy event, reach out! We’re passionate about financial education and love partnering up to bring meaningful experiences to the local community.
Whether you’re planning an educational lunch-and-learn, a speaker series, or a networking mixer, we’re here to help make it informative, engaging, and impactful.
If you’re an organization, HOA, or business in Collier County or surrounding areas and would like to collaborate with us to host a financial literacy event, reach out! We’re passionate about financial education and love partnering up to bring meaningful experiences to the local community.
Whether you’re planning an educational lunch-and-learn, a speaker series, or a networking mixer, we’re here to help make it informative, engaging, and impactful.


There’s no substitute for face-to-face connection, and we look forward to welcoming you at our next event. At Nova Wealth Management, we believe that informed decisions lead to empowered lives. Let’s learn and grow together.
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