Events

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

10/12/21

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

SOCIAL SECURITY, MEDICARE PLANNING & INCOME PLANNING
Online:


BABY BOOMER BASICS presented by American Retirement Institute
Online:

RETIREMENT TODAY presented by American Retirement Institute
St Petersburg College, Clearwater Campus @ 6:00 - 8:00 pm


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"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 assets. 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!