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!
Apr
02
Market Update + Homeowner’s Insurance Tips (Existing Clients Only)
5650 Breckenridge Park Dr. Suite 305
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
16
Estate Planning
Pasco-Hernando State College | Porter Campus at Wiregrass Ranch
6:00 pm
6:00 pm
Check out our past events
Mar
31
Taxes in Retirement Workshop
Hillsborough Community College – Brandon Campus
6:30 pm
6:30 pm
Mar
24
Taxes in Retirement Workshop
Hillsborough Community College – Brandon Campus
6:30 pm
6:30 pm
Feb
26
Estate Planning
Hillsborough Community College – Brandon Campus
6:30 pm
6:30 pm
Feb
19
Estate Planning
Hillsborough Community College – Brandon Campus
6:30 pm
6:30 pm
Jan
27
Taxes and Income Workshop
Hillsborough Community College – Brandon Campus
6:30 pm
6:30 pm
Jan
22
Taxes and Income Workshop
Hillsborough Community College – Brandon Campus
6:30 pm
6:30 pm
Dec
20
Movie Event: Avatar The Way of the Water
AMC Riverview 14
12:30 pm
12:30 pm
Nov
25
Thanksgiving Pie Giveaway
TFR Office
12:30 pm
12:30 pm
Nov
04
Social Security Explained
Hillsborough Community College at The Regent
6:30 pm
6:30 pm
Oct
28
Social Security Explained
Hillsborough Community College at The Regent
6:30 pm
6:30 pm