Our client workshops, appreciation events, speaking engagements and presentations provide an opportunity for you to receive additional financial education at no cost. We offer informational seminars and guest speakers as well as educational handouts, reference materials, and product literature.
We invite all clients, referrals, and visitors to attend our events. Please take the opportunity at these events to request a private consultation scheduled at your convenience.
Satellite Beach Library Financial Planning Seminar Series
751 Jamaica Blvd
Satellite Beach, FL 32937
Wednesday, September 10th, 2014 from 2:00pm-3:00pm
Topic: All About Required Minimum Distribustions (RMDs)
Wednesday, October 8th, 2104 from 2:00pm-3:00pm
Topic: How To Get The Most from Your Social Security
Wednesday, November 12th, 2014 from 2:00pm-3:00pm
Topic: Preparing for Long-Term Care
Wednesday, December 10th, 2014 from 2:00pm-3:00pm
Topic: How to Build a Lifetime Income