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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 /

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

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 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.

Event Registration