Community & Education

Events & Seminars.

Educational events, open houses, and community gatherings — designed to give you real financial guidance with no sales pressure.

View Upcoming Events Get Notified
On the Calendar

Upcoming Events.

Come meet the team — get notified when new events are announced.

July 4th Parade Anna Maria Island
UpcomingFree
Community SponsorshipAnna Maria Island, FL

July 3rd Pre-Party & July 4th Parade on Anna Maria Island

Two days on Anna Maria Island with the Base Wealth tent up both days. Friday, July 3rd, the tent goes up at 7pm for a casual evening hangout with clients and friends. Saturday, July 4th from 10am to noon, the tent moves to the parade route — branded giveaways, the team, and a great spot to take in the parade.

Date
Friday–Saturday, July 3–4, 2026
Time
Jul 3 · 7:00 PM
Jul 4 · 10 AM – Noon
Location
Anna Maria Island, FL
Parade Route
Cost
Free — Come Say Hi
RSVP Now View Event Details
Anna Maria Island Open House
UpcomingFree
September 2026Anna Maria Island, FL
Anna Maria Island Open House

Community open house at our AMI location — food truck, live music, and casual networking for island residents.

View Event Details
Largo Police Care Team Golf Scramble at Cove Cay Country Club
UpcomingSponsor
Monday, October 5, 2026Clearwater, FL
Largo Police Care Team 1st Annual Golf Scramble

Base Wealth is a proud sponsor of the Largo Police Care Team's 1st Annual Golf Scramble at Cove Cay Country Club.

View Event Details
Orange County Choppers Road House & Museum
UpcomingSponsor
November 2–4, 2026Pinellas County, FL
Pinellas County Firefighter Invitational

Base Wealth is a proud sponsor of the 2026 Pinellas County Firefighter Invitational at the Orange County Choppers Road House & Museum.

View Event Details
From the Archive

Past Events.

Culhane's Irish Pub Jacksonville
Past EventFree
Happy HourJacksonville, FL

First Responder Happy Hour

Base Wealth hosted a casual happy hour for Jacksonville first responders at Culhane's Irish Pub. The team met first responders, shared drinks, and talked retirement planning — including FRS pension, DROP timing, and 457 strategy.

Date
Wednesday, May 28, 2026
Time
5:00 PM
Location
Culhane's Irish Pub
Jacksonville, FL
Cost
Free to attend
View Event Recap All Past Events
Retirement Planning for Largo Firefighters
2026
2026Largo, FL
Retirement Planning for Largo Firefighters

Free evening seminar for Largo firefighters covering pension options, DROP timing, 457 strategy, and retirement income planning. Complimentary drinks and snacks were provided.

View Event Photos
Lutz Open House 2025
2025
2025Lutz, FL
Lutz Open House 2025

Celebration of the new Lutz office location with food, the team, and community neighbors from around North Tampa Bay.

View Event Photos
New Office Open House 2023
2023
2023Lakewood Ranch, FL
New Office Open House 2023

Celebration of the new headquarters at 7301 Merchant Ct. Held at 9AM with guest speaker Adam Klugh.

View Event Photos
Creative Financing Event 2023
2023
2023Lakewood Ranch, FL
Creative Financing Event 2023

An educational seminar on creative real estate and financing strategies. Guest speaker Adam Klugh at the new HQ office.

View Event Photos
2023 FireFighter Charity Golf
Sponsor2023
2023Largo, FL
2023 FireFighter Charity Golf

Base Wealth Management was proud to sponsor the 2023 Firefighter Charity Golf tournament benefiting Largo first responders.

View Event Photos
Stay in the Loop

Get Notified About Future Events.

We host seminars, open houses, and community events throughout Florida. Drop your email and we'll let you know when the next one is near you — no spam, ever.

No spam. Unsubscribe anytime.
No Obligation
Come, learn, and leave whenever you want. We're here to educate — not close a deal on the spot.
Expert-Led Sessions
Our advisors and occasional guest speakers cover topics specific to your community and career.
Local to You
We host events across all four of our Florida locations, plus virtual sessions for remote clients.
No Sales Pressure
Come, learn, and leave whenever you want. We're here to educate — not close a deal on the spot.
Can't Wait for the Next Event?

Book a Free 1-on-1 Call Instead.

Every event is a group setting. A private call gives you the same quality guidance, tailored specifically to your situation — from any of our four locations or virtually.

Book a Free Call (941) 203-4999
Free · No obligation · Fiduciary · Nationwide
Important Disclosures

BASE WEALTH MANAGEMENT is an SEC-registered investment adviser and offers advisory services in jurisdictions where it is properly registered, notice-filed, or otherwise exempt from registration requirements. Base Wealth Management renders individualized responses to persons in a particular state only after complying with applicable SEC and state regulatory requirements or pursuant to an applicable exemption or exclusion. Registration with the SEC does not imply a certain level of skill or training. Different types of investments involve varying degrees of risk, including the potential loss of principal. Past performance is not indicative of future results, and there can be no assurance that any investment strategy will be successful. There is no guarantee that any portfolio will achieve its investment objectives or outperform any benchmark or index.

Different types of investments involve varying degrees of risk including the potential loss of the entire principal invested. Past performance is no guarantee of future results and there can be no assurance that any specific investment will be profitable. There are also no assurances that any portfolio will match or outperform a particular benchmark or index.

This material is provided for informational and educational purposes only and does not constitute investment advice or a recommendation to buy or sell any security. It does not constitute tax or legal advice. References to market indices are for context only. Consult a qualified financial professional before making any financial decisions.

BASE WEALTH MANAGEMENT does not represent, warranty, or imply that the services or methods of analysis employed by the firm can or will successfully identify market tops or bottoms, or insulate clients from losses due to market corrections or declines.

BASE WEALTH MANAGEMENT will provide all prospective clients with a copy of our current and prior to commencing an Advisory relationship. Existing clients will receive a copy of these documents on an annual basis. A copy of our current ADV Part 2 Brochure is available at adviserinfo.sec.gov.

The Retirement Reality Check is an educational tool intended to help individuals identify areas that may warrant further planning discussion. It is not a financial plan, investment recommendation, or guarantee of retirement readiness.

Statistics cited on this page are drawn from third-party research and are provided for general educational context only. Individual circumstances will vary. 1,2,5 Employee Benefit Research Institute (EBRI), 2023 Retirement Confidence Survey. ebri.org. 3 Federal Reserve, Report on the Economic Well-Being of U.S. Households (2023). federalreserve.gov. 4 Federal Reserve, Survey of Consumer Finances (2022). 5 Vanguard, How America Saves (2023); National Institute on Retirement Security, Retirement Insecurity 2024.

 ·   ·   ·  regarding Compliance & Regulatory information.