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

Upcoming Client Events:

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