Take the first step toward reaching your financial goals

Get the information that can help you live a confident retirement.

Attend an Event

Our seminars focus on common financial concerns that individuals and families face in retirement, things like how to prepare for unexpected medical expenses and ways to create income to help support your desired lifestyle.

Attend one of our seminars to learn how addressing these concerns can help you feel more confident about the days ahead.

Upcoming Workshops:

Feb
02
Thriving in Retirement
6:30 pm | III Forks Steakhouse
Feb
06
Tax Strategies: Educational Workshop
11:00 am | Ponte Vedra Branch Library
Feb
28
Thriving in Retirement
6:30 pm | III Forks Steakhouse
Mar
02
Thriving in Retirement
6:30 pm | III Forks Steakhouse
Mar
16
Tax Strategies: Educational Workshop
11:00 am | Bartram Library
Mar
21
Thriving in Retirement
6:30 pm | III Forks Steakhouse
Mar
23
Thriving in Retirement
6:30 pm | III Forks Steakhouse
Apr
13
Tax Strategies: Educational Workshop
11:00 am | Bartram Library
May
10
Tax Strategies: Educational Workshop
11:00 am | Bartram Library

Upcoming Client Events:

Feb
23
Lunch and Learn
11:30 am | Holiday Inn Express – Jacksonville South Bartram Prk
Apr
27
Client Appreciation Event
6:00 pm | Jumbo Shrimp Ball Park
May
25
Lunch and Learn
11:30 am | Holiday Inn Express – Jacksonville South Bartram Prk
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