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.

Upcoming Events:

February 25
1:00 pm | Delray Beach Chamber of Commerce
140 NE 1st St,
Delray Beach, FL 33444
February 25
1:00 pm | Wellington Community Center
12150 Forest Hill Blv
Wellington, FL 33414
February 26
1:00 pm | Spanish River Library
1501 Spanish River Blvd
Boca Raton, FL 33431
February 27
1:00 pm | West Jupiter Recreation Center
6401 Indiantown Road
Jupiter, FL
February 28
1:00 pm | Loggerhead Marinelife Center
14200 U.S. Highway 1
Juno Beach, FL 33408
March 4
1:30 pm | Mandel Public Library of West Palm Beach – Clematis Room
411 Clematis Street
West Palm Beach, FL 33401
March 5
1:00 pm | Arcadia Gardens – Conference room
3660 RCA Blvd
Palm Beach Gardens, FL 33410
March 10
12:30 pm | Michael Ann Russel JCC
18900 NE 25th Ave
Miami, FL 33180
March 11
6:00 pm | Cooper’s Hawk Winery & Restaurant Dania Beach
1822 Pointe Blvd.
Dania Beach, FL 33004
March 11
6:00 pm | Lynora’s
207 Clematis Street
West Palm Beach, FL 33401
March 12
6:00 pm | Woodfield Country Club
3650 Club Pl.
Boca Raton, FL 33496
March 13
6:00 pm | Woodfield Country Club
3650 Club Pl.
Boca Raton, FL 33496
March 13
6:00 pm | Lynora’s
207 Clematis Street
West Palm Beach, FL 33401
March 18
6:00 pm | Ruth’s Chris Jupiter
05 Breakwater Ct.
Jupiter, FL 33477
March 20
1:00 pm | Delray Chamber of Commerce
140 NE 1st St.
Delray Beach, FL 33444
March 20
6:00 pm | Ruth’s Chris Jupiter
05 Breakwater Ct.
Jupiter, FL 33477
March 25
1:30 pm | Mandel Public Library of West Palm Beach – Clematis Room
411 Clematis Street
West Palm Beach, FL 33401
March 25
6:00 pm | Cooper’s Hawk Winery & Restaurant Dania Beach
1822 Pointe Blvd.
Dania Beach, FL 33004
March 26
1:00 pm | Spanish River Library
1501 Spanish River Blvd
Boca Raton, FL 33431
March 27
1:00 pm | Aventura Library
2930 Aventura Blvd.
Miami, FL 33180

Prepare to Live

Your Retirement

For more information about any of the products and services listed here, schedule a meeting today or register to attend a seminar.

Or give us a call at 561.998.9985