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!
May
21
Social Security Workshop
Riverview Public Library – James B. Jim Johnson Community Room 109 A
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
Check out our past events
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
Apr
02
Market Update + Homeowner’s Insurance Tips (Existing Clients Only)
5650 Breckenridge Park Dr. Suite 305
6:00 pm
6:00 pm
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