Events

Bingo, BBQ, and Brews at Lot 9 Brewing Co.

We’re bringing the energy to Lot 9 Brewing Company with Music Bingo featuring B-Town Barry, plus great BBQ and local brews. Listen for your favorite songs and be the first to call BINGO to win a prize. Enjoy good food, great beer, and a fun night of music and friendly competition.

Protect Your Wallet Seminar

Join us for the Protect Your Wallet Seminar featuring Lt. Dan Marciano of the Bluffton Police Department, sharing practical, real-world tips on safeguarding your wallet and personal belongings, recognizing common theft tactics, and spotting everyday scams before they become costly mistakes. Heavy hors d’oeuvres provided.

Watercolor Workshop at Belfair

Join us on March 31st at Belfair for a watercolor workshop led by AR Workshop. Enjoy lunch, a brief presentation by Michael Brotsky, and hands-on watercolor instruction in a relaxed, creative setting, perfect for beginners and experienced creatives alike!

Client Holiday Party 2025

Please RSVP by Monday, November 24, 2025. This event is for clients only. Thank you!

Savannah Ghost Pirates Hockey Game

We’re thrilled to invite you to an exclusive evening of hockey, food, and fun as the Savannah Ghost Pirates take the ice! Watch the game in style from our private box at Enmarket Arena and enjoy a night designed just for our valued clients and guests.

Candle Making Class at Bluffton Candles

Light up your fall season with a cozy afternoon of candle making! Join us at Bluffton Candles for a hands-on workshop where you’ll create your own custom candle to take home and enjoy. All supplies, step-by-step guidance, and snacks are included!

Belfair Wine Tasting

Grab a friend and join us for an exquisite wine tasting event at Belfair, featuring a selection of fine wines and delectable hors d'oeuvres. This event will also include an insightful presentation from Michael Brotsky on the state of the stock markets and tax changes.

Women's Financial Seminar

Join us for a fun and empowering financial seminar designed just for women. Enjoy wine, heavy hors d’oeuvres, and an engaging talk from guest speaker Julie Schneider as we explore the mindset behind money, how to protect what you value most, and ways to boost your financial confidence—no matter where you’re starting.

Lot 9 Brewing Company Beer Tasting

Join us at Lot 9 Brewing Company on March 24th from 5:30-7:30 PM for an evening of great beer, delicious food, and a presentation by Michael Brotsky: "Are Your Finances Due for a Spring Cleaning?" Sip, socialize, and refresh your financial strategy—because a clean slate isn’t just for spring!

Freshen Up Your Finances - Dinner Seminar - Tuesday, March 4th @ Burnt Church Distillery

Join us for a complimentary dinner and seminar where we'll share practical tips to declutter your finances, streamline your goals, and refresh your financial strategy for the year ahead. It’s time to sweep away stress and take control of your financial future!

Freshen Up Your Finances - Dinner Seminar - Monday, March 3rd @ Burnt Church Distillery

Join us for a complimentary dinner and seminar where we'll share practical tips to declutter your finances, streamline your goals, and refresh your financial strategy for the year ahead. It’s time to sweep away stress and take control of your financial future!

Client Holiday Party 2024

Please RSVP by Monday, November 25, 2024. This event is for clients only. Thank you!

Wine & Design Guided Painting Class

Join us for a memorable afternoon of creativity, wine, and financial insight at Wine & Design! Dive into a fun, guided painting session, savor delectable wines and snacks, and gain valuable information with a presentation from Michael Brotsky on "Financial Planning: A Masterpiece in the Making." Artists of all skill levels welcome!

Candle Making Class at Bluffton Candles

We invite you to a special candle-making event at Bluffton Candles on Wednesday, October 9th, at 2:00 PM. Enjoy a presentation from Mike on "Illuminating Your Financial Future," and dive into a fun and creative afternoon. Snacks and drinks will be provided.

"Are You Falling Behind in Planning Ahead?" Dinner Seminar- Tuesday, September 24th @ Burnt Church Distillery

Join our own Michael Brotscky, CFP®, for a complimentary dinner seminar. Michael will will delve into the critical aspects of estate planning such as protecting your assets, ensuring your loved ones are cared for, and preparing for unexpected events such as illness or death.

"Are You Falling Behind in Planning Ahead?" Dinner Seminar- Monday, September 23rd @ Burnt Church Distillery

Join our own Michael Brotscky, CFP®, for a complimentary dinner seminar. Michael will will delve into the critical aspects of estate planning such as protecting your assets, ensuring your loved ones are cared for, and preparing for unexpected events such as illness or death.

Belfair Wine Tasting

Grab a friend and join us for an exquisite wine tasting event at Belfair, featuring a selection of fine wines and delectable hors d'oeuvres. This event will also include insightful presentations from Charter One Realty agent Diana Sroufe and our very own Michael Brotsky on the state of the real estate and stock markets.

Lot 9 Brewing Company Beer Tasting

Grab a pint and join Michael Brotscky, CFP®, for a special beer tasting, great food, and an interesting presentation on "Do Elections Affect the Markets?" Looking at historical trends, Michael will discuss whether investors are better off staying fully invested, and whether the markets care which party controls Washington D.C.

Do the Elections Affect the Markets? — Dinner Seminar

Join Bluffton's own Michael Brotscky, CFP®, for a complimntary dinner seminar. Michael will look at historical trends, discuss whether investors are better off staying fully invested, and off insignt on if the markets care which party controls Washington D.C.

State of the Markets Luncheon Seminar

"Estate Planning—Preserving Wealth for Future Generations" — Tuesday, February 27th @ Burnt Church Distillery

"Estate Planning—Preserving Wealth for Future Generations" — Monday, February 26th @ Burnt Church Distillery

Avoiding ID Theft & Scams Luncheon - Client Only Event

Join us on Tuesday, February 20th, at 11:00 AM in the Belfair Clubhouse for a special lunch event addressing the crucial topic of ID Theft and Scams. Guest speakers from the South Carolina Department of Consumer Affairs and Beaufort County Sheriff's Office will provide valuable insights and strategies to safeguard your personal information in the digital age.

Candle Making Class in Old Town Bluffton (1:45 pm class)

Client Holiday Party 2023

Please RSVP by Thursday, December 15th, 2023 This event is for clients only. Thank you!

Candle Making Class in Old Town Bluffton

Wine Tasting Night

Seminar - "Investing Without A Plan Isn't All It's Cracked Up To Be." — The Lucky Rooster Kitchen + Bar

Seminar - "Investing Without A Plan Isn't All It's Cracked Up To Be." — The FARM

TASTES OF SUMMER :: Beer & Barbeque - NOW IN JULY!

Pizza-Making, Beer, and Wine

Seminar & Luncheon with Michael Brotsky *For Sun City Residents Only*

Wine Tasting Night

"Inflation is Still Here . . . How Does That Affect You?" — Lakeview Room at Hampton Lake

"Inflation is Still Here . . . How Does That Affect You?" — Burnt Church Distillery

Luncheon & Seminar with Special Guest Phil Blancato

Philip Blancato is the President and CEO of Ladenburg Thalmann Asset Management, Chairman of the Ladenburg Investment Policy Committee and Chief Market Strategist at Advisor Group. Come join us for a Luncheon and Seminar from special guest speaker, Phil Blancato!

"Is NOW a Good Time to Assess the Damages?" — Burnt Church Distillery

"Is NOW a Good Time to Assess the Damages?" — The Lucky Rooster

Fun at the Zone

Client Holiday Party

Please RSVP by Friday, December 2nd This event is for clients only. Thank you!

Wine Tasting Night

Cookie Decorating Event

"Are You Out of the Woods Yet?" — Burnt Church Distillery — Seminar

"Enjoying the Ride?" - Seminar

"Enjoying the Ride?" - Seminar

Beer & Barbeque

Wine Tasting

"Inflation and Taxes... Oh My!" - Seminar

Cookie Decorating Event

"Inflation and Taxes... Oh My!" - Seminar

"Inflation and Taxes... Oh My!" - Seminar

"Inflation and Taxes... Oh My!" - Seminar

Client Holiday Party

Are You Falling Behind In Planning Ahead? - Tuesday, September 28th Seminar

Are You Falling Behind In Planning Ahead? - Monday, September 27th Seminar

Tuesday, August 24th - Fluctuating Markets & The Need For Financial Planning

Monday, August 23rd - Fluctuating Markets & The Need For Financial Planning