Join us for a fun, informative live event in your area or online!

 

Select the location, date, and topic that works best for you. We look forward to meeting you!



Wellington, Florida

Retirement Workshop
  • Date:

    Tuesday, May 24th

  • Time:

    11:30 a.m. to 1:30 p.m.

  • Address:

    400 Binks Forest Drive, Wellington, FL 33414

Venue:Wellington National Golf Club

Financial Strategies for Right Now!
  • Are we heading for a recession? Stagflation? What are the signs, and how could it affect your retirement?
  • What impact could the current economic environment have on the stock market and taxes?
  • How to help ensure your money accomplishes what you want it to, without having to worry.
  • How retirees can help boost retirement income and thrive post pandemic.
  • And much more!
RSVP
Retirement Workshop
  • Date:

    Wednesday, May 25th

  • Time:

    6:00 p.m. to 8:00 p.m.

  • Address:

    400 Binks Forest Drive, Wellington, FL 33414

Venue:Wellington National Golf Club

Financial Strategies for Right Now!
  • Are we heading for a recession? Stagflation? What are the signs, and how could it affect your retirement?
  • What impact could the current economic environment have on the stock market and taxes?
  • How to help ensure your money accomplishes what you want it to, without having to worry.
  • How retirees can help boost retirement income and thrive post pandemic.
  • And much more!
RSVP


 Oldsmar, Florida

Retirement Workshop
  • Date:

    Thursday, May 26th

  • Time:

    11:30 a.m. to 1:30 p.m.

  • Address:

    1055 East Lake Woodlands Pkwy., Oldsmar, FL 34677

Venue:East Lake Woodlands Country Club

Financial Strategies for Right Now!
  • Are we heading for a recession? Stagflation? What are the signs, and how could it affect your retirement?
  • What impact could the current economic environment have on the stock market and taxes?
  • How to help ensure your money accomplishes what you want it to, without having to worry.
  • How retirees can help boost retirement income and thrive post pandemic.
  • And much more!
RSVP
Retirement Workshop
  • Date:

    Thursday, May 26th

  • Time:

    6:00 p.m. to 8:00 p.m.

  • Address:

    1055 East Lake Woodlands Pkwy., Oldsmar, FL 34677

Venue:East Lake Woodlands Country Club

Financial Strategies for Right Now!
  • Are we heading for a recession? Stagflation? What are the signs, and how could it affect your retirement?
  • What impact could the current economic environment have on the stock market and taxes?
  • How to help ensure your money accomplishes what you want it to, without having to worry.
  • How retirees can help boost retirement income and thrive post pandemic.
  • And much more!
RSVP


Jensen Beach, Florida

Retirement Risks
  • Date:

    Monday, June 6th

  • Time:

    6:00 p.m. to 8:00 p.m.

  • Address:

    1401 NE Indian River Drive, Jensen Beach, FL 34957

Venue:Dolphin Bar and Shrimp House

Financial Strategies for Right Now!
  • Are we heading for a recession? Stagflation? What are the signs, and how could it affect your retirement?
  • What impact could the current economic environment have on the stock market and taxes?
  • How to help ensure your money accomplishes what you want it to, without having to worry.
  • How retirees can help boost retirement income and thrive post pandemic.
  • And much more!
RSVP
Retirement Workshop
  • Date:

    Tuesday, June 7th

  • Time:

    6:00 p.m. to 8:00 p.m.

  • Address:

    1401 NE Indian River Drive, Jensen Beach, FL 34957

Venue:Dolphin Bar and Shrimp House

Financial Strategies for Right Now!
  • Are we heading for a recession? Stagflation? What are the signs, and how could it affect your retirement?
  • What impact could the current economic environment have on the stock market and taxes?
  • How to help ensure your money accomplishes what you want it to, without having to worry.
  • How retirees can help boost retirement income and thrive post pandemic.
  • And much more!
RSVP


 Orlando, Florida

Retirement Workshop
  • Date:

    Thursday, June 9th

  • Time:

    11:30 a.m. to 1:30 p.m.

  • Address:

    9101 International Drive, Orlando, FL 32819

Venue:Maggiano's Little Italy

Financial Strategies for Right Now!
  • How can retirees effectively plan for the unpredictability of taxes, inflation and market volatility?
  • How to help ensure your money accomplishes what you want it to, without having to worry.
  • How retirees can help boost retirement income and thrive post pandemic.
  • And much more!
RSVP
Retirement Workshop
  • Date:

    Thursday, June 9th

  • Time:

    6:00 p.m. to 8:00 p.m.

  • Address:

    9101 International Drive, Orlando, FL 32819

Venue:Maggiano's Little Italy

Financial Strategies for Right Now!
  • How can retirees effectively plan for the unpredictability of taxes, inflation and market volatility?
  • How to help ensure your money accomplishes what you want it to, without having to worry.
  • How retirees can help boost retirement income and thrive post pandemic.
  • And much more!
RSVP