Live Local - Jan

This year we are putting focus on how we can better serve our clients.  Part of this will entail appreciation events, local spotlights, and family days. 

This month we kicked off with a Financial Planning and Vision Board workshop. It was a nice night where Tommy Lucas of Moisand Fitzgerald Tamayo shared with attendees how to make a sound plan for their financial future.  We discussed starting early is best and some good options to moving forward along with some tax tips.  Denise Pantaleon with Watson Mortgage provided a great spread of food and we got to work on planning our visions of the New Year.  It was so enjoyable to see what our clients are shooting for and to talk through everyone’s goals for the new year.  Thank you to our vendor partners and all who attended!

Then this coming week will be on location with Hungry Pants for our updated Live Local series.  There we will be learning all about the restaurant, their offerings, and their story.  Hungry Pants is in the SODO area of Orlando and has a super fun concept and style so be on the look out and be sure to stop by to try when you are in the area!

We hope you enjoy these offerings this next month we will have some fun valentines things coming your way!