Schwartz & Co. Introduces the ‘Coffee & Conversation Series’ Offering Expert Insights for Better Living!

Schwartz & Co., a leading financial services firm, is excited to announce the launch of its ‘Coffee & Conversation Series’ this January at The Village Shops. The bi-weekly series will invite national experts to lead conversations on financial and lifestyle topics, designed to provide insight and guidance.

With topics ranging from stock market trends to planning for retirement to wine trends, each event is designed to make attendees feel more comfortable in their financial decisions. The inaugural session on January 5th will take attendees through an overview of the decision process and pros/cons of declaring Florida residency. This is a topic that the Schwartz family Principals have personal experience with – and are excited to share with those in attendance.

Beginning January 5 and continuing through the end of April, The Coffee & Conversation Series will be held the first and third Thursday of each month from 9-10am. Join the captivating conversation while enjoying coffee and light breakfast. Each session will take place at Schwartz & Co.’s Naples office, located on the south side of The Village Shops in suite 4040.

The events are complimentary and open to the public, however, advance registration is required. For more information on The Coffee & Conversation Series, and to view the complete schedule, visit, email[email protected], or call 239-963-2250.


About Schwartz & Co.

Schwartz & Co. is a family owned and operated financial services firm. Founded in 1976, the company is headquartered in Bloomfield Hills, Michigan with a second location in Naples, Florida. Their organization specializes in wealth management, institutional services, and investment banking. All securities are offered through Schwartz & Co., a member of FINRA and SIPC. For more information, call (866) 644-2701 or visit