The MoneyView Learning Center features monthly informal gatherings to discuss the most current financial topics and specific items of interest to the public. If you would like an educated and non-biased opinion on a product or a financial strategy that you may have heard about, and would like to discuss it in an educational vs. sales setting, the MoneyView Learning Center is for you. We either pre-set the monthly topic or tailor it to your specific interest. Either way, you can invite friends and we’ll serve light refreshments. If we customize the Learning Center for you, we’ll reach out to others who also may be interested in the same topic. Sessions are limited to one hour or less, so you can fit them into your busy schedule.

To submit your customization request or to register for our next Learning Center, please click here, or call 561-744-0500 (toll-free: 866-3ADVISE). Space is limited to 10 interested persons.