2019-2020 Educational Programs Schedule

Now serving Palm Beach and Martin County!

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“Declaring Florida Your Domicile, Income Planning, and Tax Law Updates”

We will discuss Florida domicile issues and new estate tax laws. In addition, we will address income planning under current market conditions.

  • Tuesday, December 10hh at 3pm  Palm Beach Gardens
  • Wednesday, December 11th at 2pm  Hobe Sound
  • Tuesday, January 7th at 10am  Palm Beach Gardens
  • Thursday, January 9th at 2pm  Hobe Sound
  • Thursday, January 16th at 10am  Palm Beach Gardens
  • Thursday, January 16th at 6pm  Palm City
  • Tuesday, January 28th at 3pm  Palm City
  • Tuesday, February 4th at 3pm  Palm Beach Gardens
  • Tuesday, February 11th at 11am  Hobe Sound
  • Wednesday, February 12th at 10am  Palm Beach Gardens
  • Wednesday, February 19th at 11am  Palm City
  • Thursday, February 20th at 10am  Palm Beach Gardens
  • Thursday, February 27th at 3pm  Hobe Sound
  • Wednesday, March 4th at 1pm  Hobe Sound
  • Thursday, March 5th at 10am  Palm Beach Gardens
  • Tuesday, March 10th at 3pm  Palm Beach Gardens
  • Thursday, March 12th at 3pm  Palm City
  • Tuesday, March 17th at 3pm  Palm Beach Gardens


Please CLICK HERE to register for this event. 

“The Power of Rising Dividends”

We will discuss benefits of creating income from rising dividends and provide a comprehensive review of the Diversified Stock Income Plan.

  • Thursday, January 23rd at 10am  Palm Beach Gardens
  • Thursday, January 30th at 2pm  Hobe Soun
  • Tuesday, February 25th at 3pm  Palm Beach Gardens
  • Thursday, March 19th at 10am  Palm Beach Gardens
  • Thursday, March 20th at 2pm   Palm City


Please CLICK HERE to register for this event. 


Palm Beach Gardens: Gardens Wealth Management Education Center
4440 PGA Boulevard, Suite 201 Palm Beach Gardens, FL 33408

Hobe Sound: Hobe Sound Public Library
10595 SE Federal Highway Hobe Sound, FL 33455

Palm City: Peter & Julie Cummings Library
2551 SW Matheson Avenue Palm City, FL 34990

Reservations are required
Call (561) 537-7850 or Email j.mason@gardenswm.com 



Hosted by: Michael J. Cowan, Managing Principal,

Lynne Cross, Financial Advisor and Mary-Lee Widder, CDFA® Financial Advisor


Wells Fargo Advisors Financial Network does not provide tax or legal advice. Investment products and services are offered through Wells Fargo Financial Advisors, LLC (WFAFN), Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo and Company. Gardens Wealth Management is a separate entity from WFAFN.