Events
Upcoming Events
More events are on the way! Check back soon for more information.
Past Events
June 19, 2025
7:00p - 8:00p
Seminole State College - Heathrow Campus
New Strategies for 2025: Maximizing Social Security & Minimizing Retirement Taxes
2025 Tax Changes & Social Security Planning—What Retirees Need to Know Now Join us for an all-new educational workshop designed to help you prepare for the upcoming 2025 tax law changes, optimize your Social Security strategy, and create a tax-efficient retirement income plan. This timely event is ideal for both past attendees and new guests looking to stay ahead of the curve. No cost, no obligation. Seating is limited—reserve today!
November 14, 2024
6:30p - 8:00p
Bonefish Grill
A Perfect Financial Storm: Protect Your Assets & Secure Your Retirement
Join us for a complimentary dinner event where we’ll tackle the pressing challenges facing your retirement savings, including inflation, rising interest rates, and Social Security concerns. You’ll discover strategies to protect your assets, reduce taxes on Social Security benefits, and create tax-efficient retirement income. Learn how to develop income bucket strategies, address issues with traditional stock/bond portfolios, navigate Required Minimum Distributions and walk away with practical strategies to help secure your financial future in today's challenging economic environment.