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
If you had a blank canvas and could paint the “perfect” financial vehicle to get you through retirement, what would it
include? Come learn how you can avoid the most common mistakes people make during this time and have lunch on us.
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.
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.
Attend this workshop where you’ll learn about: Golf Car Maintenance Tips, Safety on the Roadway and Insurance 101
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!
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.
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.