Seminars & Private Client Events
We’re kicking off the start of our Seminar Season!
At Moran Wealth, our goal is to help you navigate your financial life with clarity, offering expertise, education, and guidance to support your financial journey.
Our educational seminars offer an opportunity to hear directly from our CEO, Tom Moran, Managing Director, Charles Chesebrough, and other senior advisors, ask questions, and engage in meaningful conversations about current market trends.
Topic: AI Is Changing Everything: What It Means for the Economy and Your Portfolio
Speaker: Charles Chesebrough, Jr. CFA – Managing Director
Date: Thursday, October 8th, 2026, 2 – 4pm ; RSVP NOW to reserve your seat today!
Date: Friday, November 6th, 2026, 1 – 3pm ; RSVP NOW to reserve your seat today!
Location: Moran Wealth Management® Center for Financial Education
Address: 5801 Pelican Bay Blvd. Ste. 110, Naples
Topic: Insights & Perspective on the Current Market – From Barron’s #1 Independent Advisor in Florida
Speaker: Thomas Moran AIF® – Chairman | CEO | CIO
Date: Thursday, October 22nd, 2026, 11am – 1pm ; RSVP NOW to reserve your seat today!
Date: Thursday, November 19th, 2026, 12-2pm ; RSVP NOW to reserve your seat today!
Location: Fleming’s Prime Steakhouse
Address: 8985 Tamiami Trl. N, Naples, FL 34108
Schedule a complimentary meeting with our team for a thoughtful conversation about your financial goals, priorities, and how we may be able to support them.
Private Client Events are exclusively for current Moran Wealth Management® clients and their guests. We look forward to welcoming you. RSVP now.
Private Client Receptions
Thursday, October 29th, 2026
Monday, November 16th, 2026
If you’d prefer, feel free to call us anytime at 239-920-4440 or contact us here.