Broker Check


Whether it’s keeping up with trends or discussing some other topic, our firm is dedicated to providing sound information to people who are concerned about their personal finances. Along the way, we like to have some fun, too. If any of the events below look interesting, please give us a call. We’ll be happy to add you to our guest list.

Maximizing Your Social Security

Oldsmar Public Library:
6:00 - 7:00 pm

Thursday, January 11, 2018
Wednesday, January 17, 2018
Wednesday, February 7, 2018
Thursday, February 15, 2018
Wednesday, February 21, 2018
Tuesday, February 27, 2018

Largo Public Library:
6:00 - 7:00 pm

Wednesday, November 1, 2017
Tuesday, November 7, 2017
Wednesday, November 29, 2017
Tuesday, December 5, 2017
Wednesday, January 10, 2018
Tuesday, January 16, 2018
Monday, January 22, 2018
Monday, January 29, 2018
Tuesday, February 13, 2018
Tuesday, February 20, 2018

"When Should I Elect Social Security?"

You may not realize it yet, but when you elect Social Security is one of the most important decisions you'll make in retirement. It will impact the amount of income you receive, the amount of taxes you pay and how you utilize your other assests. If you are either retired or getting close to retiring, and want straight-forward answers to your questions and concerns, you should enroll in this class. Admission is FREE. Seating is limited. RSVP today!