Events | Mysite

top of page

Retirement is the Expression of Freedom.

Let us help you get there.... and stay there.

Retirement is the Expression of Freedom.

Let us help you get there.... and stay there.

Retirement is the Expression of Freedom.

Let us help you get there.... and stay there.

We offer socially distanced complimentary dinner workshops where we educate retirees on topics such as: Taxes, Income Planning, Social Security, and Asset Protection

Upcoming Seminars

September 2024

Marina Jack's, Sarasota, FL

Pier 22, Bradenton, FL

Cafe Venice, Venice FL

Mattison's 41, Sarasota, FL

"People want to know if their plan will work, they want to be sure they won't outlive their money. The only way to have Freedom in Retirement is to have a plan that is safe and secure."

bottom of page

Upcoming Seminars

September 2024

Marina Jack's, Sarasota, FL

Pier 22, Bradenton, FL

Cafe Venice, Venice FL

Mattison's 41, Sarasota, FL

​

​

"People want to know if their plan will work, they want to be sure they won't outlive their money. The only way to have Freedom in Retirement is to have a plan that is safe and secure."