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

Monday or Tuesday

February 24 or 25

Stonewater Grill logo

4422 Land O Lakes Boulevard
Land O Lakes, FL 34639

Monday or Tuesday

March 10 or 11

Stonewater Grill logo

4422 Land O Lakes Boulevard
Land O Lakes, FL 34639

Tuesday or Wednesday

March 25 or 26

Stonewood White

17050 Palm Pointe Drive
Tampa, FL 34647

Monday, Tuesday or Wednesday

April 7, 8 or 9

seafire grill

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

Tuesday, Wednesday or Thursday

April 22, 23 or 24

seafire grill

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

Monday or Tuesday

May 5 or 6

harrys

101 N. Kentucky Ave.
Lakeland, FL 33801

Monday or Tuesday

May 19 or 20

harrys

101 N. Kentucky Ave.
Lakeland, FL 33801

Monday or Tuesday

June 2 or 3

arabellas

346 W. Central Ave.
Winter Haven, FL 33880

Wednesday

June 4

harborside

2435 7th Street SW
Winter Haven, FL 33880

Monday or Tuesday

June 16 or 17

Stonewater Grill logo

4422 Land O Lakes Boulevard
Land O Lakes, FL 34639

Monday or Tuesday

June 23 or 24

Stonewater Grill logo

4422 Land O Lakes Boulevard
Land O Lakes, FL 34639

Wednesday-IUL Presentation

June 25

Stonewater Grill logo

4422 Land O Lakes Boulevard
Land O Lakes, FL 34639

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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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