The LatestEvents

Check out upcoming events we will be hosting and previous events we've been a part of.
Cheerful daughter hugging father soldier, long awaited meeting, homecome
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Register for the
Retirement Planning Today® class

BayView Private Wealth advisor Mark Dutram provides details on the upcoming Retirement Planning Today® event in the video below! To register please visit: https://www.rsvp.courses/Register/CourseInfo and enter the course code “JRQ0Z1.” Choose which class you want to attend and submit your registration. We can’t wait to see you there!

TUESDAY, MARCH 2, 2021 & TUESDAY, MARCH 9, 2021 AT 6:30 PM – 9:30 PM CST
SATURDAY, MARCH 6, 2021 & SATURDAY, MARCH 13, 2021 AT 9:00 AM – 12:00 PM CST

Past Events

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Savvy Social Security Planning: What Baby Boomers Need to Know About Their Retirement Income

TUESDAY, NOVEMBER 10, 2020 AT 6 PM – 7 PM CST

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Estate Planning Day – Hosted by The Estate Planning Council of the Emerald Coast

THURSDAY, OCTOBER 22, 2020 AT 8 AM – 12 PM CST

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Retirement Planning Today®

TUESDAY, OCTOBER 6, 2020 AT 6:30 PM – 9:30 PM CST

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WomenConnect: Prosper and Prepare – Greater Fort Walton Beach Chamber – Mark Dutram CPWA®, CFP®

WEDNESDAY, SEPTEMBER 23, 2020 AT 11:30 AM – 1:00 PM CST

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Main: 850-990-0618
Conf: 850-297-1837
Fax: 850-852-0131
4476 Legendary Drive, Suite 201, Destin FL 32541 team@bayviewwealth.com
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Securities offered by Registered Representatives of Private Client Services (“PCS”). Member FINRA/SIPC. Advisory services offered by Investment Advisory Representatives of RFG Advisory, a registered investment advisor. Private Client Services, Bayview Private Wealth, and RFG Advisory are unaffiliated entities. Advisory services are only offered to clients or prospective clients where RFG Advisory and its representatives are properly licensed or exempt from licensure. No advisory services may be rendered by RFG Advisory unless a Client agreement is in place.

RFG Advisory Part 3, Form CRS, RFG Advisory Form ADV, Part 2A, Investment Advisor Public Disclosure, RFG Advisory Privacy Policy.

The Registered Representative(s) of PCS referenced on this website may only conduct securities business in the states in which they are currently registered. For a list of a Registered Representative’s current registered states, please visit FINRA’s BrokerCheck.
Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal.

Insurance products and services are offered through several insurance providers, including RFG Solutions LLC, an affiliated company of RFG Advisory.

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