Featuring Tax Strategies
Pinnacle Financial Wealth Management Fall Forum
📅 Friday, November 6, 2026 🕔 5:30 PM – 8:30 PM
Join Pinnacle Financial Wealth Management for our Fall Forum, an engaging evening focused on timely tax strategies and planning considerations as we approach year-end. This event is designed to help attendees better understand today’s evolving financial landscape and explore practical ways to position themselves for long-term success.
Whether you’re actively planning for retirement or simply looking to stay informed, this forum will provide valuable insights and thoughtful discussion in a relaxed, professional setting.
Event Details
Date: Friday, November 6, 2026
Time: 5:30 PM – 8:30 PM
Speaker: Ken New
Location: Hotel Melby Downtown Melbourne, Tapestry Collection by Hilton
Ken New
Founder & Financial Advisor
With over 25 years of experience, Ken New helps retirees and pre-retirees build financial confidence through thoughtful income and tax strategies. As the Founder of Pinnacle Financial Wealth Management, Ken is recognized for his clear, client-first approach that simplifies complex planning decisions. A member of the Million Dollar Round Table and past officer of the National Association of Insurance and Financial Planners, he’s dedicated to helping clients protect, grow, and sustain their wealth.
Hotel Melby Downtown Melbourne, Tapestry Collection by Hilton
Address
801 E Strawbridge Ave, Melbourne, FL 32901, USA
Directions
Event Details
Date: Friday, November 6, 2026
Time: 5:30 PM – 8:30 PM
Speaker: Ken New
Location: Hotel Melby Downtown Melbourne, Tapestry Collection by Hilton
