Free Educational Webinars & Workshops

We are currently updating our workshops so our team can continue to offer this valuable information through an online platform. Check back often to view added webinar dates. 


Workshops offered at our Lake Sumter LandingTM and BrownwoodTM 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

**All In-House Workshops are Postponed Until Further Notice**




3-d icon of person holding a puzzle piece that reads "facts"Annuities Debunked

This Educational Workshop will provide you with key financial strategies to help increase income and reduce taxes. We’ll educate you on common misconceptions regarding Annuities; the good and not so good. Join us to learn the most common mistakes people make when purchasing Annuities, how you can avoid making those same mistakes and keep yourself from running out of      money through your retirement.

Webinar Registration now OPEN for Myths of Long Term Care; 

click below for details:

senior woman and caretaker posing and smiling outdoorsMyths of Long Term Care

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"Top 3 Retirement Essentials

Do you know the essentials needed to maintain financial stability during your retirement years? Whether you are currently retired or planning for your future retirement, make plans to attend so you can be better prepared for a financially stress-free retirement.