Events
Gold Tree Financial hosts client social events, and education workshops. We would like to share with you when and where those events happen. Please check back often.
Upcoming Events
More events are on the way! Check back soon for more information.
Past Events
September 16, 2022
4:00p - 7:00p
Gold Tree Financial
Annual Barbecue
Join us for our annual BBQ! Donate with us to Feeding Northeast Florida!
August 18, 2022
6:00p - 8:00p
Gold Tree Financial
Medicare Forum
Kathy Zekas, a licensed insurance agent specializing in Medicare plans, will be here to answer your questions regarding Medicare enrollment.
May 24, 2022
6:00p - 8:00p
Gold Tree Financial
Trivia Night 2022
Join us at Gold Tree from 6-8pm on May 24th. Soft drinks, beer, wine and light hors d'oeuvres will be served. RSVP with Robin at 904-725-0556 / info@gtfjax.com.
April 21, 2022
6:00p - 8:00p
Gold Tree Financial
What you don't know about Social Security
Andy and Filipe will be going through the concepts you need to consider to ensure you are making the right Social Security decisions.
March 22, 2022
6:00p - 8:00p
Gold Tree Financial
Bingo Night 2022
It’s time for BINGO NIGHT at Gold Tree so save the date! Join us on Tuesday March 22, 2022 from 6-8 PM.
December 10, 2021
12:00p - 6:00p
Gold Tree Financial
2021 Gold Tree Financial Holiday Celebration
2021 Holiday Celebration.
December 6, 2019
Gold Tree Financial
2019 Gold Tree Holiday Celebration
Please join us for a day of food and fun as we celebrate as we celebrate the holiday season with food, drinks, and fun. RSVP with Robin at robin@gtfjax.com or 904 725-0556.
September 12, 2019
6:00p - 8:30p
Gold Tree Financial
End of Summer Cookout 2019
It's that time again! Every year, we like to end the summer with one last cookout on the porch. We'll be grilling hot dogs, brats, kielbasa, and chicken out front and we'll be serving plenty of classic cookout sides inside.
June 6, 2019
Gold Tree Financial
2019 Mid-Year Market Update
It's time for the 2019 Gold Tree Mid-Year Market Update. This year, we'd like you to join us as we welcome Kevin Glavin of BlackRock. Kevin will do a short talk and will then be available to discuss our ever-changing market.
April 15, 2019
6:00p - 8:00p
Gold Tree Financial
Spring 2019 Cookout
Now that the weather's warming up and looking beautiful, it's time to fire up the grill again at Gold Tree! We'd love for you to join us!
March 5, 2019
6:00p - 8:00p
Gold Tree Financial
Planning and Living a Healthy Retirement
BJ McNally is returning to follow-up on her November presentation. This time, she will be discussing alkaline diets and sharing information on what your hair can tell you about your health, as well as answering your health and nutrition questions.