(727) 797-4242

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 Library @ 6:00 - 7:00 pm                                                                          

TBD

COFE Educational Workshop
St. Petersburg College - Clearwater Campus @ 6:00 - 7:00 pm

04/14/2026

COFE Educational Workshop
Largo Community Center @ 6:00 - 7:00 pm

05/12/2026

05/20/2026

COFE Educational Workshop
Oldsmar Public Library @ 6:00 - 7:00 pm

TBD

COFE Educational Workshop
East Lake Community Library @ 6:00 - 7:00 pm

TBD

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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!