The LatestEvents

Check out upcoming events we will be hosting and previous events we've been a part of.
Calm relaxed mature older woman relaxing sitting on couch at home. Peaceful middle aged grey-haired lady resting on sofa in modern living room enjoying lounge and no stress, looking away, thinking.
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Upcoming Events

Retirement Planning Today®

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Sat., Oct. 15 & 22, 9 AM – 12 Noon

Thurs., Oct. 20 & 27, 6:30 – 9:30 PM

Estate Planning Day

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Thursday, October 20, 2022

StrongHer Money

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November TBA, 2022

Tax Planning Class

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Thurs., Feb. 2, 2023, 6:30 PM

Past Events

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BayView-Art-Class-Flyer

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Register for the Retirement Planning Today® class

SATURDAY, JANUARY 22, 2022 & SATURDAY, JANUARY 29, 2022 AT 9:00 AM – 12:00 PM CST

TUESDAY, JANUARY 25, 2022 & TUESDAY, FEBRUARY 1, 2022 AT 6:30 PM – 9:30 PM CST

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StrongHer Money: Financially Fearless

To register please email: Mary@BayVIewWealth.com

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Please join us for a Christmas Party

December 2nd, 2021 from 6-9pm

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Perfect your short game with Rob Strano.

Friday, Oct. 29, 2021

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Estate planning day provided by the Estate Planning Council of the Emerald Coast.

Wednesday, October 20, 2021

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New location ribbon cutting.

THURSDAY, OCTOBER 14, 2021 AT 4PM – 6PM CST

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BayView Private Wealth advisor Mark Dutram provides details on the upcoming Retirement Planning Today® event. 

SATURDAY, SEPTEMBER 25, 2021 & SATURDAY, OCTOBER 2, 2021 AT 9:00 AM – 12:00 PM CST

THURSDAY, SEPTEMBER 30, 2021 & THURSDAY, OCTOBER 7, 2021 AT 6:30 PM – 9:30 PM CST

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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
1234 Airport Road, Suite 121 Destin, FL 32541
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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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