Events

11th Annual Shredding Party on Taco Tues

Cross-Industry Roundtable on AI

PAINT FOR PURPOSE with Mychal's Learning Place

Join Mychal's Learning Place and Tortuga Wealth Management for Paint For Purpose, a meaningful volunteer event. Through this engaging community painting event, you will help build independence for youth and young adults with developmental disabilities. We invite you to join us for a fun-filled day of painting and community action!

One Big Beautiful Bill Act (OBBBA): 2025 Year-End Tax & Estate Planning Playbook Webinar

OBBBA is law. Time to update your plan! Our upcoming webinar covers the immediate, major impact of the One Big Beautiful Bill Act (OBBBA) on your finances. Learn expert strategies for: • Income Tax Optimization • Estate Planning Modernization • Charitable Efficiency • Retirement Account Flexibility Secure your spot to master the new landscape #OBBBAUpdate #TaxLaw

Senior Care Financial Planning: Choices, Costs, Strategies Webinar

Webinar - End of Summer Market Update and Income Spotlight

We are excited to welcome some of Capital Group's finest as we provide a market update and discuss strategies for generating income across the portfolio.

Webinar - Managing Volatility During Uncertain Times

Join industry experts Jack Montague, CIMA, Executive Director at JPMorgan Asset Management, Jire Baran, CFA, Senior Vice President at Neuberger Berman, and Jeff Weston at Tortuga Wealth Management as they provide context for the recent volatility and discuss tools for not just getting through but potentially capitalizing on new opportunities.

7th Annual Shredding Party