Free Educational Workshops

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 Lisa Reilly for details. 352-751-6622

Long Term Care

A “must-have” in your retirement plan. Protect your Family and Assets.

Building a Stronger Retirement Foundation

Want to learn how to Enhance your Social Security Benefits, Maximize your Income and Reduce your Taxes? Then this is the workshop for you!

Myths of Long Term Care

My health insurance will pay for my LTC needs. I don’t need LTC insurance, my family will take care of me. Sound familiar? Time to set the record straight! Educate yourself on the difference between the MYTHS & FACTS of Long Term Care Insurance.

Understanding the Cost of Lazy Money

Do you have lazy money? How much is it costing you and your loved ones? You may be retired but your money should keep working hard!

The Great Retirement Income Gap

Do your expenses exceed your expected retirement income? Join us to find out how you may offset those expenses, bridge the gap & help protect your future!


Learn about the benefits of owning an Annuity. Tax deferred growth, Asset Protection, Lifetime Income, and more.

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.

Golf Cart Safety Class

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