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U-Vest® June Newsletter

June 22, 2023

Introducing Seminars with Gary Parsons, CFP®, CLU®

We’re excited to announce that Gary, one of our great financial planners, is now hosting free seminars in the Tallahassee area! If you didn’t know, Gary recently helped open Café de Martín, Tallahassee's only Peruvian-style restaurant. Because the restaurant plays such a significant role in Gary’s life, he has decided to host a series of complimentary finance-based seminars for U-Vest® clients, Café de Martín patrons, and you!

Upcoming Seminars:

June 13 — Five Smart Investing Strategies
July 11 — Principles of Preserving Wealth
August 8 — Retirement Matters

The seminars will occur on the second Tuesday of each month from 11:30AM–1:00PM at El Bar, next to Café de Martín. A delicious Peruvian lunch will be available at the attendees’ expense. Attendees must RSVP to gary@u-vestfinancial.com at least 24 hours before each seminar. We hope to see you there!


Insurance Awareness Day

National Insurance Awareness Day takes place on June 28th, so we wanted to remind you about the importance of having insurance. For many people, insurance is the type of thing they don’t realize they need until they really need it. Insurance provides us with a financial safety net in case of unexpected events. Our financial advisors want to ensure you never get put in that situation, so contact us today—we’d be happy to review your insurance for you!


U-Vest® Financial x MOGS

Recently, U-Vest® Financial helped sponsor the Men of Good Shepherd (MOGS) Catholic ChurchGolf Tournament! The 18-hole, 4-man team scramble event took place in Tallahassee at Golden Eagle Country Club on May 15th. Michael Davino, Nick Brinson, and Ryan Petteruti participated in the event, along with 80+ additional players. The tournament and silent auction netted over $12,000 in donations for the church. It was a great event, and we were honored to have been a part of it!


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