Ponte Vedra Beach Open House Date: Thursday, June 11, 2026 Time: 4:00 PM - 6:00 PM EDT Location: 3102 Sawgrass Village Circle , Ponte Vedra, FL 32082 Hosted By: Gratium Wealth Planning Stop by, say hello, and help us celebrate our new office! There is no cost or obligation to attend.
5 Strategies for College Savings Success Date: Friday, April 3, 2026 Time: 12:00 PM - 1:00 PM EDT You must RSVP to receive access credentials for this event or seminar. Presented By: Bill Cass, CFP®, CPWA®, Director of Wealth Planning - Franklin Templeton Hosted By: Gratium Wealth Planning
Behavioral Finance Date: Friday, February 6, 2026 Time: 12:00 PM - 1:00 PM EST You must RSVP to receive access credentials for this event or seminar. Presented By: Ray Vigeant, Regional Director - Fidelity Institutional Hosted By: John Lomba, Gratium Wealth Planning During this complimentary session, we’ll explore how behavioral finance informs every financial decision we make. We’ll learn how changes over time affect decision-making and will discuss the reasons behind decision-making. Additionally, we’ll break down the different types of bias and how to create a plan to stay focused on your long-term goals. This is an informational seminar. There is no cost or obligation. Fidelity is not affiliated with Ameriprise Financial. Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value.