Take The First Step
We host an array of events throughout the year designed to help you get to know us — and all we offer. We’d love to meet you and help you feel more confident in your journey.
Start Your Journey Here!
Events At A Glance
Educational Events
Who Can Attend: Clients and non-clients
Attire: Casual
More Information: Looking to up your financial know-how? Attending one of our Educational Events is a great place to start. Featuring simple explanations of often complex topics, these sessions offer a window into the strategies we use to craft your customized financial plan.
Subjects covered include:
- Income planning
- How to minimize your taxes
- Investment strategies and risk management
- Estate planning and long-term care
- The Zenith Experience
- And much more!
Driveway Parties
Who Can Attend: Clients and their neighbors/friends
Attire: Casual
More Information: All current Zenith clients are eligible to host our Driveway Parties, held right at your own home. All you need is a grill and space for us to set up serving tables and our team will provide the rest, including flyers, food and select drinks (pop/soda and water). Get ready to be the talk of the town!
Happy Hours
Who Can Attend: Clients and their guests
Attire: Casual
More Information: Held Monthly at some of the best establishments in The Villages and surrounding areas, Happy Hours are a great way to unwind with a few friends and fellow Zenith clients. Don’t expect to hear any financial jargon here — these gatherings are all about having fun and building new bonds. Our happy hours are an excellent way to introduce us to friends or neighbors in a relaxed setting where they can simply get to know us better, without the pressure of a formal meeting.
Double The Fun Nights
Who Can Attend: Clients and up to two guests (required)
Attire: Casual
More Information: A slightly more upscale happening, our Double-the-Fun events can best be described as an on-the-house date night — the only “price of admission” here is another couple. You, your guests and other Zenith clients will be treated to a lively evening of live entertainment, with concerts and comedy shows among the offerings. We can’t wait to give you and your guests a night to remember!
