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Events

Call-In for Financial, Tax, Legal Advice

January 20, 2018 10:00a - 2:00p Eastern Standard Time

Call (407) 740-6553

Got questions? We've got answers. Join us for our FREE call-in event and receive advice on investment planning, financial planning, tax planning, and estate planning. To participate, call (407) 740-6553 on January 20, 2018 from 10 am - 2 pm. We'll have financial advisors, accountants and lawyers standing by to answer your questions!

 

Winter Park Retirement Workshop

January 24, 2018 6:00p - 7:30p Eastern Standard Time

Winter Park Country Club

You are invited to chart your journey. Join us at the Winter Park Country Club for light refreshments and an engaging retirement workshop focused on dispelling common myths and clarifying the five areas pre-retirees and retirees need to plan for to successfully transition through the latter half of life. Register today as space is limited.

 

Melbourne Retirement Workshop

January 25, 2018 6:00p - 7:30p Eastern Standard Time

Melbourne Holiday Inn

You are invited to chart your journey. Join us at the Melbourne Holiday Inn for light refreshments and an engaging retirement workshop focused on dispelling common myths and clarifying the five areas pre-retirees and retirees need to plan for to successfully transition through the latter half of life. Register today as space is limited.

Event Registration






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