Events
Join Us At One Of Our Events
Join us for an exclusive evening of financial insights in a relaxed, upscale setting. These private events are designed specifically for doctors, dentists, business owners, retirees, and professionals offering viewpoints and ideas for creating a roadmap to navigate your financial journey.
Enjoy a sophisticated dining experience while gaining ideas about how to implement strategies to grow, preserve, and protect your wealth.
Knowledge Is Power
At Legacy Private Client Services, our exclusive events for doctors, dentists, business owners, retirees and professionals are designed to provide ideas and strategies that may subsequently be customized to present wealth management solutions that seek to address your unique financial goals. With a deep understanding of the complexities of investment strategy, tax planning, and risk management, we are here to guide you through every stage of your financial journey.
Our in-person events offer you the opportunity to gain insights directly from Lewis Rosen, while also connecting with like-minded professionals. Although each client’s financial journey is distinct, one thing remains consistent: the need for a comprehensive, lifelong financial roadmap that helps you build the life you envision—both today and in the future.
When it comes to securing your financial future, we believe that investing in your knowledge is one of the most powerful decisions you can make.
Upcoming Event Locations Include:
A private, members-only icon of timeless sophistication, beautifully reimagined for today.
An ultra-exclusive members-only club in Miami’s Design District, offering an unparalleled experience.
A world-class fine dining experience that features an abundant selection of fine wines to complement artfully prepared seafood and steak dishes made from the highest quality ingredients.
To register for one of our upcoming events, please complete the form
We will then call you to complete the registration and confirm availability.