Broker Check


Whether it’s keeping up with trends or discussing some other topic, Wernick Financial Services is dedicated to providing sound information to our clients. Along the way, we like to have some fun, too. If any of the events below look interesting, please give us a call. We’ll be happy to add you to our guest list.


Upcoming Events

More events are on the way! Check back soon for more information.

Past Events

August 10, 2021

1:00p - 2:00p

On-Demand LInk -

Family Guide to Caregiving - A Webinar

4 Keys to Making a Difference in a Famly Caregiving Challenge

September 18, 2019

12:00p - 1:00p


Modern Estate Planning is more than just preparing a will or a trust. Complexity in the tax code, and the family business have been increasing, therefore, so have the traps and pitfalls in the Estate and Business Planning process. We will share strategies for reducing uncertainty in your long-term plans. Estate Planning and Business Planning – What you really need to know

May 22 - May 29, 2019

12:00p - 12:00p

Simple Steps to Exiting Your Business

Join me for a 3 Part Webinar Workshop designed to help business owner prepare and understand the Simple Steps to Exiting Your Business. If you missed a live event, don't worry we'll share the replay with you as well.

August 23, 2018

1:30p - 2:30p

Unlock your potential

Do you know the ACTUAL value of your business? Studies show that your business should have an evaluation done at least once every three years. When was your last one done? Join us as we discuss the importance of having a current valuation of your business done.

Event Registration

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