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Upcoming Dinner Events

It can be difficult to make financial decisions without access to the right information. We're committed to helping you make informed decisions about your financial future.

Blue Financial Events

At Blue Financial, we hold informational events for our clients and the greater community that feature information on specific topics, such as retirement income planning and wealth preservation. Often, our events include guest speakers and special activities as well as take-home materials. We strive to keep you up-to-date on issues that matter to you, your family and your financial well-being. Feel free to schedule a one-on-one, no-obligation meeting whenever you attend a event.

We are an independent financial services firm helping individuals create retirement strategies that custom suit their needs and objectives.

Our Calendar of Events


Advisory services offered through J.W. Cole Advisors, Inc.

J.W. Cole Advisors, Inc. and Blue Financial are unaffiliated entities.

Advisors must be properly registered in the state where you live in order to conduct securities related business with you. A response to your request for information might be delayed in order to assure our compliance with this regulation. No information provided on this site is intended as a solicitation to buy or sell any security. The investments and services mentioned may not be available in every state. No security will be offered or sold to any person, in any state in which such offer, solicitation, purchase, or sale would be unlawful under securities laws of such jurisdictions.

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