Seminar Reservation

Moran Wealth Management® offers a series of educational seminars on a variety of financial topics. We invite you to browse our upcoming events below and reserve your spot at a session that interests you. If you’d prefer a private meeting, feel free to call us anytime at 239-920-4440.

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Focus on 2025: The Economy, the Markets, and Election Impact
Charles Chesebrough, CFA
Friday, January 3rd 12pm – 2pm
Shula’s Steak House

2025 Market Outlook: A Portfolio Manager’s Playbook
Tom Moran, AIF®
Tuesday, January 7th 12pm – 2pm
Fleming’s Steakhouse, 8985 Tamiami Trail N, Naples, FL 34108

2025 Market Outlook: A Portfolio Manager’s Playbook
Tom Moran, AIF®
Friday, January 10th 12pm – 2pm
Fleming’s Steakhouse, 8985 Tamiami Trail N, Naples, FL 34108

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