Southern Trust Financial Planning Events
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1943 Morrill Street Suite 1 | Sarasota, FL 34236 Contact Us

9240 Bonita Beach Rd Suite 2211 | Bonita Springs, FL 34135

Events

Whether it’s keeping up with trends or discussing some other topic, our firm is dedicated to providing sound information to people who are concerned about their personal finances. Along the way, we like to have some fun too. 

If any of the events below look interesting, please click on the one you would like to attend.   Then click on the "Register" button and enter the following information on the pop-up Event Registration form:

  • Name
  • Phone number
  • Email address
  • Name(s) of everyone who will be attending with you  (please list this in the "Message" box)
You may also call our office @ 941-308-0041 if you have questions or would like to attend one of these events.

 

Free Financial Planning Consultation

May 1, 2018 - December 31, 2018 9:00a - 5:00p Eastern Standard Time

Southern Trust Financial Planning

Schedule you FREE Financial Planning No Obligation* Consultation and receive a Free $50 GIFT CARD to Ruth's Chris Steak House or Whole Foods! Click on "Free Financial Planning Consultation" link above for more details.

 

James Cooper Wine Tasting: California

November 27, 2018 4:30p - 6:00p Eastern Standard Time

Miguel's Restaurant on Siesta Key

James P. Cooper, Senior Vice-President of Southern Trust Financial Planning, will be hosting a wine tasting for clients and their guests on Tuesday November 27, 2018 at Miguel's Restaurant. Wines and food pairings from California will be served.

 

James Cooper Holiday Event

December 18, 2018 5:45p - 7:30p Eastern Standard Time

Miguel's Restaurant on Siesta Key

James P. Cooper will be hosting a Winter Celebration Holiday event for clients and their guests on Tuesday, December 18, 2018 at Miguel’s Restaurant. Wines from around the world will be served with food pairings. Optional* Please bring a new unwrapped toy to donate to The Marines Toys for Tots program.

 

James Cooper Wine Tasting: Spain

February 12, 2019 4:30p - 6:00p Eastern Standard Time

Miguel's Restaurant on Siesta Key

James P. Cooper, Senior Vice-President of Southern Trust Financial Planning, will be hosting a wine tasting for clients and their guests on Tuesday, February 12, 2019 at Miguel's Restaurant. Wines and food pairings from Spain will be served.

Event Registration



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