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:
April 4
1:00 pm | Palm Beach Tennis and Pickleball Center
5110 117th Ct N
Palm Beach Gardens, FL 33410
5110 117th Ct N
Palm Beach Gardens, FL 33410
April 7
6:00 pm | Capriccio’s
2424 N University Dr
Pembroke Pines, FL 33024
2424 N University Dr
Pembroke Pines, FL 33024
April 8
6:00 pm | Ruth’s Chris
651 Okeechobee Blvd
West Palm Beach, FL 33401
651 Okeechobee Blvd
West Palm Beach, FL 33401
April 8
6:00 pm | Morton’s
5050 Town Center Circle Suite 219
Boca Raton, FL 33486
5050 Town Center Circle Suite 219
Boca Raton, FL 33486
April 10
12:00 pm | West Regional Library Plantation
8601 W Broward Blvd
Plantation, FL 33324
8601 W Broward Blvd
Plantation, FL 33324
April 10
6:00 pm | Seasons 52
11611 Ellison Wilson Rd
Palm Beach Gardens, FL 33408
11611 Ellison Wilson Rd
Palm Beach Gardens, FL 33408
April 15
6:00 pm | Morton’s
5050 Town Center Circle Suite 219
Boca Raton, FL 33486
5050 Town Center Circle Suite 219
Boca Raton, FL 33486
April 17
6:00 pm | Seasons 52
11611 Ellison Wilson Rd
Palm Beach Gardens, FL 33408
11611 Ellison Wilson Rd
Palm Beach Gardens, FL 33408
April 22
6:00 pm | Ruth’s Chris
651 Okeechobee Blvd
West Palm Beach, FL 33401
651 Okeechobee Blvd
West Palm Beach, FL 33401
April 29
11:30 am | South Olive Community Center
345 Summa St
West Palm Beach, FL 33405
345 Summa St
West Palm Beach, FL 33405
April 29
1:00 pm | South City Plaza (Lunch & Learn)
1515 S Federal Highway, 2nd floor conference
Boca Raton, FL 33432
1515 S Federal Highway, 2nd floor conference
Boca Raton, FL 33432
April 29
6:00 pm | Capriccio’s
2424 N University Dr
Pembroke Pines, FL 33024
2424 N University Dr
Pembroke Pines, FL 33024
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.