The LatestEvents
Check out upcoming events we will be hosting and previous events we've been a part of.
Upcoming Events
Tax Planning Class
TBA at Northwest Florida State College
Past Events
StrongHER Event
March 30, 2023
Christmas Party 2022
Dec. 8, 2022, 6:00 PM – 9:00 PM
Retirement Planning Today®
Sat., Oct. 15 & 22, 9 AM – 12 Noon
Thurs., Oct. 20 & 27, 6:30 – 9:30 PM
Estate Planning Day
Thursday, October 20, 2022
BayView-Art-Class-Flyer
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
StrongHer Money: Financially Fearless
To register please email: Mary@BayVIewWealth.com
Please join us for a Christmas Party
December 2nd, 2021 from 6-9pm
Perfect your short game with Rob Strano.
Friday, Oct. 29, 2021
Estate planning day provided by the Estate Planning Council of the Emerald Coast.
Wednesday, October 20, 2021
New location ribbon cutting.
THURSDAY, OCTOBER 14, 2021 AT 4PM – 6PM CST
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
Savvy Social Security Planning: What Baby Boomers Need to Know About Their Retirement Income
TUESDAY, NOVEMBER 10, 2020 AT 6 PM – 7 PM CST
Estate Planning Day – Hosted by The Estate Planning Council of the Emerald Coast
THURSDAY, OCTOBER 22, 2020 AT 8 AM – 12 PM CST
Retirement Planning Today®
TUESDAY, OCTOBER 6, 2020 AT 6:30 PM – 9:30 PM CST
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
St. Petersburg Office
Main: 727-369-6151
Text: 727-496-4963
200 Central Ave, 4th Floor, St. Petersburg, FL 33701
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.
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