The LatestEvents

Check out upcoming events we will be hosting and previous events we've been a part of.
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Upcoming Events

Tax Planning Class

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TBA at Northwest Florida State College

Past Events

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StrongHER Event
March 30, 2023

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Christmas Party 2022

Dec. 8, 2022, 6:00 PM – 9:00 PM

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Retirement Planning Today®

Sat., Oct. 15 & 22, 9 AM – 12 Noon

Thurs., Oct. 20 & 27, 6:30 – 9:30 PM

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Estate Planning Day

Thursday, October 20, 2022

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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

Destin Office
Main: 850-990-0618
Conf: 850-297-1837
Fax: 850-852-0131
1234 Airport Road, Suite 121 Destin, FL 32541
St. Petersburg Office
Main: 727-369-6151
Text: 727-496-4963
200 Central Ave, 4th Floor, St. Petersburg, FL 33701
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All investing involves risk, including loss of principal. There is no guarantee the investment process will lead to profits. Past performance of any security or strategy is no guarantee or indication of future results or performance. Market conditions change continuously.

Advisory services offered by Investment Advisory Representatives of RFG Advisory, LLC  (“RFG Advisory” or “RFG”), a registered investment advisor. 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 is an SEC-registered investment adviser. SEC registration does not constitute an endorsement of RFG by the Commission, nor does it indicate that RFG or any associated investment advisory representative has attained a particular level of skill or ability.

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

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

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