Please Join Us!

Complimentary & Educational

Seminars

If you’re interested in learning more about the factors that may impact your retirement strategy (and the options available to you), we may be of assistance. We believe that when developing a retirement strategy, knowledge is power. For this reason, we host no-cost dinner seminars with up-to-date information on important topics for retirees and those approaching retirement.

Enjoy a gourmet meal (also no-cost) while getting informed on some important topics. For example;

How tax laws and the rising cost of living could affect your retirement strategy

Safeguarding your retirement funds from loss (even in the case of a market downturn)

Options to lessen the burden of taxes on your retirement income

And more!

Calendar of Events

Saturday

September 7th

harborside

2435 7th Street SW
Winter Haven, FL 33880

Tues. or Thurs.

Sept. 17th or 19th

harrys

101 N. Kentucky Ave.
Lakeland, FL 33801

Tues. or Thurs.

Sept. 24th or 26th

coopers hawk

28963 State Rd. 56
Wesley Chapel, FL 33543

Tues. or Thurs.

Oct. 8th or 10th

coopers hawk

28963 State Rd. 56
Wesley Chapel, FL 33543

Tues. or Thurs.

Oct. 15th or 17th

arabellas

346 W. Central Ave.
Winter Haven, FL 33880

Saturday

October 26th

Capital Grille

2223 N. Westshore Blvd.
Tampa, FL 33607

Tues. or Wed.

Oct. 29th or 30th

arabellas

346 W. Central Ave.
Winter Haven, FL 33880

Tues. or Thurs.

Nov. 12th or 14th

seafire grill

4927 U.S. Hwy. 19
New Port Richey, FL 34652

Tues. or Thurs.

Nov. 19th or 21st

flamestone

10900 State Rd. 54
New Port Richey, FL 34655

Tues. or Thurs.

Dec. 3rd or 5th

seafire grill

4927 U.S. Hwy. 19
New Port Richey, FL 34652

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Reserve Your Seat!

We Look Forward To Meeting You!

We hold these events because we believe it’s vital to educate pre-retirees and retirees so that they can make informed decisions about their futures. Interested in attending one of our events? Seats tend to fill up quickly, so reserve your spot as soon as possible. We look forward to seeing you there.

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