Join us as we create new resources for your financial journey.
Our community events are centered on sharing knowledge to help people make informed decisions in today's financial world. We also host exclusive events throughout the year to help our clients stay updated and connected–and to enjoy the retirement experience in many different ways!
Check out our past events
Jun
03
Social Security Workshop
New Tampa Regional Library – Jeri Zelinski Community Room
6:30 pm
6:30 pm
May
28
Social Security Workshop
Riverview Public Library – James B. Jim Johnson Community Room 109 A
6:30 pm
6:30 pm
May
22
TRF Annual Ladies Night Event
AR Workshop Brandon
6:30 pm
6:30 pm
May
21
Social Security Workshop
Riverview Public Library – James B. Jim Johnson Community Room 109 A
6:30 pm
6:30 pm
Apr
30
Taxes in Retirement Workshop
Sadye Gibbs Martin Community Center
6:00 pm
6:00 pm
Apr
28
Taxes in Retirement Workshop
Sadye Gibbs Martin Community Center
6:00 pm
6:00 pm
Apr
23
Social Security Explained
Brandon Regional Library Room 1
6:30 pm
6:30 pm
Apr
16
Estate Planning
Pasco-Hernando State College | Porter Campus at Wiregrass Ranch
6:00 pm
6:00 pm
Apr
09
Estate Planning
Pasco-Hernando State College | Porter Campus at Wiregrass Ranch
6:00 pm
6:00 pm
Apr
04
Ambassador Client Event
Downtown Tampa
6:00 pm
6:00 pm