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Knowledge Center

  • Educational Workshops

    Our dinner and lunch workshops are designed to inform, engage, and educate our guests. Held exclusively in Palm Beach Gardens, Jupiter, and West Palm Beach, these workshops are open to anyone interested in learning more about Peter Blatt and Blatt Financial Group.

    Link to view Grimaldi's Reirement Workshop Video

    Upcoming Workshops

    No Events

  • Complimentary Consultation!

    Your first meeting with us is always 100% complimentary, confidential, and without obligation. Peter Blatt will offer 45 minutes of his undivided attention to meet you, hear your concerns and needs, and offer his expert advice. You just can't find an offer like that anywhere else!

    Video about what it's like to visit Blatt Financial Group for the first time

  • Blatt Watch Videos

    The Blatt Watch is Peter Blatt's bi-weekly op-ed email newsletter and blog, overloaded with thought-provoking ideas about conservative investing, proper and legal estate planning, and how the world around us is affected by both.

    This year, Peter is releasing Blatt Watch Videos, a web videos series on the basic concepts behind conservative investing, retirement, and planning.

  • Have You Saved Enough?

    If you're wondering whether you've saved enough for retirement, worry no more. Plug in a few simple numbers into this handy retirement calculator offered by one of our partners Security Benefit, and instandly find out how long your money will last you.
    Click here to use the calculator!

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    Secutity Benefit retirement calculator

  • Blatt Financial Group's Partners

    Partner Video Bank

    VIDEO: Global Financial Private Capital CIO Chris Bertelsen, MBA on Fox Business - The Fed's War on Retirees

    VIDEO: Bertelsen likes Intel, Microsoft, Hewlet-Packard on Bloomberg TV

Stay Connected

Subscribe for FREE to the Blatt Watch, Peter's bi-weekly email and video blog newsletter!

*Double opt-in required. Please check you email for confirmation link.

Client Events

These events are held monthly and open to our clients and their referrals. Click the flyer to RSVP online!

Monthly Round Table – September 9, 2014
09/09/2014
6:00 PM to 7:00 PM

Information Center

Request your complimentary copy of Peter’s two reports on Mutual Funds and Hybrid Annuities

Free investment reports by Peter Blatt, J.D. LL.M. “Mutual Funds: The Good, The Bad, and the Fine Print" and “Is A Hybrid Annuity Index Right For You?” are Peter's latest two reports. Use the form below to reserve your copies today.

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All Materials Copyright ® 2013 Blatt Financial Group, LLC. Blatt Financial Group, LLC is a Financial Planning and Estate Planning firm. Together with its affiliates, Blatt Legal, PLC, and Center for Asset Management (CFAM), a Registered Investment Advisor with the Florida Office of Financial Regulation, Peter Blatt, J.D. LL.M. offers estate planning legal services and financial planning in Palm Beach County, Florida. Please view our Privacy Policy.