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.
Upcoming Events:
December 3
6:00 pm | Seasons 52
11611 Ellison Wilson Rd
Palm Beach Gardens, FL 33408
11611 Ellison Wilson Rd
Palm Beach Gardens, FL 33408
December 4
6:00 pm | Farmer’s Table
1901 N Military Trl
Boca Raton, FL 33431
1901 N Military Trl
Boca Raton, FL 33431
December 5
6:00 pm | Ruth’s Chris Steakhouse
2980 NE 207th St Suite #108
Aventura, FL 33180
2980 NE 207th St Suite #108
Aventura, FL 33180
December 5
1:00 pm | Royal Palm Beach Cultural Center
151 Civic Center Way
Royal Palm Beach, FL 33411
151 Civic Center Way
Royal Palm Beach, FL 33411
December 5
1:00 pm | Spanish River Library
1501 Spanish River Blvd
Boca Raton, FL 33431
1501 Spanish River Blvd
Boca Raton, FL 33431
December 10
6:00 pm | Seasons 52
11611 Ellison Wilson Rd
Palm Beach Gardens, FL 33408
11611 Ellison Wilson Rd
Palm Beach Gardens, FL 33408
December 11
6:00 pm | Ruth’s Chris Steakhouse
2980 NE 207th St Suite #108
Aventura, FL 33180
2980 NE 207th St Suite #108
Aventura, FL 33180
December 11
6:00 pm | Morton’s The Steakhouse
5050 Town Center Cir Suite 219
Boca Raton, FL 33486
5050 Town Center Cir Suite 219
Boca Raton, FL 33486
December 12
11:00 am | Plantation Community Center
5555 Palm Tree Rd
Plantation, FL 33317
5555 Palm Tree Rd
Plantation, FL 33317
December 12
11:30 am | South Olive Community Center
345 Summa St
West Palm Beach, FL 33405
345 Summa St
West Palm Beach, FL 33405
Prepare to Live
Your Dream Retirement
For more information about any of the products and services listed here, schedule a meeting today or register to attend a seminar.