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

Wednesday, May 16, 2018
Thursday, May 24, 2018
Wednesday, June 13, 2018
Wednesday, June 20, 2018
Wednesday, July 18, 2018
Tuesday, July 24, 2018
Wednesday, August 15, 2018
Tuesday, August 21, 2018

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

Wednesday, May 9, 2018
Tuesday, May 15, 2018
Tuesday, June 12, 2018
Tuesday, June 19, 2018
Wednesday, July 11, 2018
Tuesday, July 17, 2018
Tuesday, July 31, 2018
Wednesday, August 8, 2018
Tuesday, August 28, 2018
Wednesday, September 5, 2018

Taxes in Retirement

Largo Community Center:
6:00 - 7:30 pm

Tuesday, May 8, 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!