Free Educational Workshops

Workshops offered at our Lake Sumter LandingTM, BrownwoodTM and Marriot @ Spanish Springs locations. View our calendar or stop by any one of our seven locations to pick up a current schedule, or call for details. 352-751-6622


3-d icon of person holding a puzzle piece that reads "facts"Life Insurance Option C

If you had a blank canvas and could paint the “perfect” financial vehicle, what would it include? Option
C goes over the changes and the evolution of life insurance as a means to transfer wealth tax
deferred or tax free, leave a long-lasting legacy, cover long-term care expenses, and even generate
income to retirement.

 

 

 

 

 

Cutout picture of a group in a golf cart, faces of people having fun in each of the cutout areas
Golf Cart Safety Class

Attend this workshop where you’ll learn about: Golf Car Maintenance Tips, Safety on the Roadway and Insurance 101

 

 

 

Icon of person holding a puzzle piece that reads "facts"

Long Term Care Myths Debunked

We all receive a lot of unsolicited advice when it comes to Long Term Care. How do you know what to believe or who to trust; especially on a topic that directly impacts you and your family’s future? We can help clear up some of the confusion. Make plans to attend this informative workshop, it’s too important to ignore. Bring a friend!

 

 

puzzle pieces reading "pension", "retirement income", "savings & assets", "401k/IRA", "Social Security"Retirement Reality Check

You are invited to come discover how the future can be one of the most exciting time of your life. At our
educational workshop, our goal is to provide you with key financial strategies to increase income, reduce
taxes, and keep you from running out of money during your retirement. Come learn how you can avoid the
most common mistakes people make during this time.

 

Young woman and mother hugging and smiling outside

Women & Long Term Care

On average, women live 5 years longer than men. Women keep everything & everyone on time, on track & moving forward. Too often, women do not adequately plan ahead for their own LTC needs. Attend this workshop & face the future with even more confidence.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

The Villages Insurance Financial Services Group