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Seminars

Since 1995, we have had the opportunity to teach in Seminole, Orange, Polk, Volusia, Flagler, St. Johns, and the University of Central Florida adult continuing education programs. Other locations of instruction have included NASA, Patrick Air Force Base, and a number of other corporate sites via employee assistance programs. 

One of our greatest pleasures is sharing our experiences with the attendees of these seminars. For more information on each seminar or to register, please select your desired topic below or call us at 407-391-1400.

· Retirement Income Seminar

You’ve spent a lifetime accumulating money for retirement. You’ve saved, invested, and taken advantage of IRAs and workplace retirement plans. Now you need to generate a steady income stream from your assets, and the decisions you make could have lasting repercussions.

September 17th, 6PM - 7:30PM  |  Zoom  |  Click here for more info

· Surviving Market Swings Seminar

We’ve certainly had our share of market volatility. But the fact remains that economic uncertainty – in the United States and abroad – can spur volatility in the financial markets. And often it’s a case of when and not if it happens.

September 24th, 6PM - 7:30PM  |  Zoom  |  Click here for more info

· Making the Most of Social Security Seminar 

Whether you’re single, married, divorced, or widowed, there may be ways to maximize the lifetime Social Security benefits you receive.

September 29th, 6PM - 7:30PM  |  Zoom  |  Click here for more info

· Financial Strategies for Successful Retirement

This comprehensive retirement course consists of four 2 ½ hour sessions covering financial basics, retirement income, estate planning, investments, and risk management.

Next seminar dates are TBD