Attend an Event
Attend an Event
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.
What to expect when you attend a nova wealth management event
What to expect when you attend a nova wealth management event
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.
types of events we host
types of events we host
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:
Financial Planning Workshops
Get step-by-step guidance on budgeting, saving, retirement planning, and investment strategies
Tax Strategy Seminars
Learn from our tax professionals how to maximize deductions and stay ahead of ever-changing tax laws
Women & Wealth Events
Get step-by-step guidance on budgeting, saving, retirement planning, and investment strategies
Market Outlook Breifings
Stay informed with up-to-date analyses and forecasts from industry professionals and our Nova advisors
Client Appreciation Events
Celebrate with us at family-friendly socials and exclusive events designed to show our gratitude for your trust.
why attend a nova event?
why attend a nova event?
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.
upcoming events at nova wealth management
upcoming events at nova wealth management
Want to know what’s happening next?
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.
june, 2026
Hosting a Community Event?
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.
Hosting a Community Event?
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.
Start the conversation
Start the conversation
No matter where you are on your financial journey, our team is here to help. Reach out today to schedule a consultation with one of our experienced advisors. We’d love to get to know you, understand your goals, and share how our team can help you achieve financial peace of mind.
Take the First Step
Today we`re celebrating Judd Garrett and all that he brings to the Nova Wealth Management family! 🎂
Judd is passionate about helping individuals and families prepare for the future with confidence. His commitment to serving others, thoughtful guidance, and genuine care for his clients make him an incredible part of our team.
Whether he`s educating clients, hosting retirement workshops, or helping people navigate life`s financial decisions, Judd is always focused on making a positive difference.
Judd, thank you for your dedication, your kindness, and the energy you bring to Nova every day. We hope your birthday is filled with laughter, great memories, and time spent with the people you love most.
Please join us in wishing Judd a very Happy Birthday! 🎉🎈🎁
💙 Happy Birthday, Judd—we`re grateful to celebrate you today!
#HappyBirthday #TeamNova #NovaWealthManagement #CelebrateOurTeam #BirthdayCelebration #FinancialPlanning
Jun 25
Am I Financially Okay? A 4-Part Financial Checkup | Nova Wealth Management
Am I Financially Okay? A 4-Part Checkup for Your Financial Life Many people quietly wonder whether they are financially “okay.” That question can surface after checking a bank balance, seeing a retirement benchmark, talking with friends, or wondering whether progress is happening fast enough. A recent Forbes article by Kristin Vance Richards, Ph.D., LCSW, titled Am I Financially Okay? A 4-Part Test For Women Who Feel Behind……
https://novawealthmanagement.com/am-i-financially-okay/?utm_source=instagram-business&utm_medium=jetpack_social
Jun 25
RMDs can affect more than your retirement account balance.
They may also impact:
✔️ Taxes
✔️ Medicare premiums
✔️ Retirement income
✔️ Estate planning
✔️ Roth conversion decisions
Our latest blog explains how the life expectancy method is used to calculate IRA distributions.
Read more at the link in bio.
#RetirementPlanning #RMD #RetirementIncome #TaxPlanning #FinancialPlanning
Jun 24
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