FINANCIAL PLANNING CLASS & DINNER

You are invited to a FREE educational course that will teach you what you don’t know about investments, taxes, retirement, social security, long-term care and estate planning. There is no cost or commitment for attending the event.

Location

Prime88

Steakhouse

15407 Cortez Blvd 

Brooksville, FL 34613

Date and time

Wednesday, December 3rd 

at 

6:30pm 


Save your spot right now!

Location

Cooper's Hawk 

Winery & Restaurant

28963 State Rd 56 

Wesley, FL 33543

Date and time

Monday, December 8th

at 

6:30pm 


TOPICS

Rising Inflation

Learn how it's shaping current investment strategies and what you should expect in the future.

Stock Market Volatility

Would a market correction create additional challenges on meeting your planned retirement date.

IRA Withdrawals 

How withdrawals from IRA's could cause you to lose up to one-third of your Social Security.

Retirement Income 

Will you have enough? Learn strategies to help generate guaranteed income for life. 

Stray Retirement Accounts 

Left your job but did nothing with your account (401k, 403b,TSP, etc).

Proactive Planning 

The most important steps to take NOW before the next bear market hits.

Annuity Owners or Those Considering An Annuity 

Discover the benefits and limitations of annuities.

FINANCIAL PLANNING CLASS & DINNER