WORKSHOPS AND WEBINARS

WHAT TO EXPECT?

  • In-Person Events
  • Webinars Events
  • On-Demand Webinars

In-Person Events.

When: Tuesday, June 24th at 6:15 PM

Where: 8030 Via Dellagio Way Bldg F, Orlando, FL 32819

Event discussion highlights include:

TAXES IN RETIREMENT: The tax implications of our latest administration and why you should act NOW!

IS YOUR MONEY IN THE RIGHT PLACE? We’ll discuss how to grow and protect your hard-earned assets from an overdue market correction and other risks in today’s economy.

STATE OF THE ECONOMY: Learn the latest on how the pandemic has impacted the market, and how rising national debt could significantly impact your tax burden in retirement.

RETIREMENT INCOME: Will your nest-egg be enough to sustain your lifestyle in retirement?

LEGACY PLANNING: What happens to your family when something happens to you?

ASSET PROTECTION: Options to protect your money from nursing homes without buying insurance or an irrevocable trust. Everyone qualifies.

SOCIAL SECURITY: Important changes and strategies to maximize benefits for you and your spouse.

MITIGATING RISK: The BIG mistake most Americans are making with their retirement accounts… Are you one of them?

When: Wednesday, June 25th at 6:15 PM

Where: 8030 Via Dellagio Way Bldg F, Orlando, FL 32819

Event discussion highlights include:

TAXES IN RETIREMENT: The tax implications of our latest administration and why you should act NOW!

IS YOUR MONEY IN THE RIGHT PLACE? We’ll discuss how to grow and protect your hard-earned assets from an overdue market correction and other risks in today’s economy.

STATE OF THE ECONOMY: Learn the latest on how the pandemic has impacted the market, and how rising national debt could significantly impact your tax burden in retirement.

RETIREMENT INCOME: Will your nest-egg be enough to sustain your lifestyle in retirement?

LEGACY PLANNING: What happens to your family when something happens to you?

ASSET PROTECTION: Options to protect your money from nursing homes without buying insurance or an irrevocable trust. Everyone qualifies.

SOCIAL SECURITY: Important changes and strategies to maximize benefits for you and your spouse.

MITIGATING RISK: The BIG mistake most Americans are making with their retirement accounts… Are you one of them?

When: Thursday, June 26th at 6:15 PM

Where: 8030 Via Dellagio Way Bldg F, Orlando, FL 32819

Event discussion highlights include:

TAXES IN RETIREMENT: The tax implications of our latest administration and why you should act NOW!

IS YOUR MONEY IN THE RIGHT PLACE? We’ll discuss how to grow and protect your hard-earned assets from an overdue market correction and other risks in today’s economy.

STATE OF THE ECONOMY: Learn the latest on how the pandemic has impacted the market, and how rising national debt could significantly impact your tax burden in retirement.

RETIREMENT INCOME: Will your nest-egg be enough to sustain your lifestyle in retirement?

LEGACY PLANNING: What happens to your family when something happens to you?

ASSET PROTECTION: Options to protect your money from nursing homes without buying insurance or an irrevocable trust. Everyone qualifies.

SOCIAL SECURITY: Important changes and strategies to maximize benefits for you and your spouse.

MITIGATING RISK: The BIG mistake most Americans are making with their retirement accounts… Are you one of them?

When: Tuesday, July 8th at 11:00 AM

Where: 8030 Via Dellagio Way Bldg F, Orlando, FL 32819

Event discussion highlights include:

TAXES IN RETIREMENT: The tax implications of our latest administration and why you should act NOW!

IS YOUR MONEY IN THE RIGHT PLACE? We’ll discuss how to grow and protect your hard-earned assets from an overdue market correction and other risks in today’s economy.

STATE OF THE ECONOMY: Learn the latest on how the pandemic has impacted the market, and how rising national debt could significantly impact your tax burden in retirement.

RETIREMENT INCOME: Will your nest-egg be enough to sustain your lifestyle in retirement?

LEGACY PLANNING: What happens to your family when something happens to you?

ASSET PROTECTION: Options to protect your money from nursing homes without buying insurance or an irrevocable trust. Everyone qualifies.

SOCIAL SECURITY: Important changes and strategies to maximize benefits for you and your spouse.

MITIGATING RISK: The BIG mistake most Americans are making with their retirement accounts… Are you one of them?

When: Wednesday, July 9th at 11:00 AM

Where: 8030 Via Dellagio Way Bldg F, Orlando, FL 32819

Event discussion highlights include:

TAXES IN RETIREMENT: The tax implications of our latest administration and why you should act NOW!

IS YOUR MONEY IN THE RIGHT PLACE? We’ll discuss how to grow and protect your hard-earned assets from an overdue market correction and other risks in today’s economy.

STATE OF THE ECONOMY: Learn the latest on how the pandemic has impacted the market, and how rising national debt could significantly impact your tax burden in retirement.

RETIREMENT INCOME: Will your nest-egg be enough to sustain your lifestyle in retirement?

LEGACY PLANNING: What happens to your family when something happens to you?

ASSET PROTECTION: Options to protect your money from nursing homes without buying insurance or an irrevocable trust. Everyone qualifies.

SOCIAL SECURITY: Important changes and strategies to maximize benefits for you and your spouse.

MITIGATING RISK: The BIG mistake most Americans are making with their retirement accounts… Are you one of them?

When: Tuesday, July 15th at 10:00 AM

Where: 2699 W Osceola Pkwy, Kissimmee, FL 34741

Event discussion highlights include:

TAXES IN RETIREMENT: The tax implications of our latest administration and why you should act NOW!

IS YOUR MONEY IN THE RIGHT PLACE? We’ll discuss how to grow and protect your hard-earned assets from an overdue market correction and other risks in today’s economy.

STATE OF THE ECONOMY: Learn the latest on how the pandemic has impacted the market, and how rising national debt could significantly impact your tax burden in retirement.

RETIREMENT INCOME: Will your nest-egg be enough to sustain your lifestyle in retirement?

LEGACY PLANNING: What happens to your family when something happens to you?

ASSET PROTECTION: Options to protect your money from nursing homes without buying insurance or an irrevocable trust. Everyone qualifies.

SOCIAL SECURITY: Important changes and strategies to maximize benefits for you and your spouse.

MITIGATING RISK: The BIG mistake most Americans are making with their retirement accounts… Are you one of them?

When: Wednesday, July 16th at 10:00 AM

Where: 2699 W Osceola Pkwy, Kissimmee, FL 34741

Event discussion highlights include:

TAXES IN RETIREMENT: The tax implications of our latest administration and why you should act NOW!

IS YOUR MONEY IN THE RIGHT PLACE? We’ll discuss how to grow and protect your hard-earned assets from an overdue market correction and other risks in today’s economy.

STATE OF THE ECONOMY: Learn the latest on how the pandemic has impacted the market, and how rising national debt could significantly impact your tax burden in retirement.

RETIREMENT INCOME: Will your nest-egg be enough to sustain your lifestyle in retirement?

LEGACY PLANNING: What happens to your family when something happens to you?

ASSET PROTECTION: Options to protect your money from nursing homes without buying insurance or an irrevocable trust. Everyone qualifies.

SOCIAL SECURITY: Important changes and strategies to maximize benefits for you and your spouse.

MITIGATING RISK: The BIG mistake most Americans are making with their retirement accounts… Are you one of them?

When: Thursday, July 17th at 10:00 AM

Where: 2699 W Osceola Pkwy, Kissimmee, FL 34741

Event discussion highlights include:

TAXES IN RETIREMENT: The tax implications of our latest administration and why you should act NOW!

IS YOUR MONEY IN THE RIGHT PLACE? We’ll discuss how to grow and protect your hard-earned assets from an overdue market correction and other risks in today’s economy.

STATE OF THE ECONOMY: Learn the latest on how the pandemic has impacted the market, and how rising national debt could significantly impact your tax burden in retirement.

RETIREMENT INCOME: Will your nest-egg be enough to sustain your lifestyle in retirement?

LEGACY PLANNING: What happens to your family when something happens to you?

ASSET PROTECTION: Options to protect your money from nursing homes without buying insurance or an irrevocable trust. Everyone qualifies.

SOCIAL SECURITY: Important changes and strategies to maximize benefits for you and your spouse.

MITIGATING RISK: The BIG mistake most Americans are making with their retirement accounts… Are you one of them?

When: Tuesday, July 29th at 6:15 PM

Where: 8030 Via Dellagio Way Bldg F, Orlando, FL 32819

Event discussion highlights include:

TAXES IN RETIREMENT: The tax implications of our latest administration and why you should act NOW!

IS YOUR MONEY IN THE RIGHT PLACE? We’ll discuss how to grow and protect your hard-earned assets from an overdue market correction and other risks in today’s economy.

STATE OF THE ECONOMY: Learn the latest on how the pandemic has impacted the market, and how rising national debt could significantly impact your tax burden in retirement.

RETIREMENT INCOME: Will your nest-egg be enough to sustain your lifestyle in retirement?

LEGACY PLANNING: What happens to your family when something happens to you?

ASSET PROTECTION: Options to protect your money from nursing homes without buying insurance or an irrevocable trust. Everyone qualifies.

SOCIAL SECURITY: Important changes and strategies to maximize benefits for you and your spouse.

MITIGATING RISK: The BIG mistake most Americans are making with their retirement accounts… Are you one of them?

When: Wednesday, July 30th at 6:15 PM

Where: 8030 Via Dellagio Way Bldg F, Orlando, FL 32819

Event discussion highlights include:

TAXES IN RETIREMENT: The tax implications of our latest administration and why you should act NOW!

IS YOUR MONEY IN THE RIGHT PLACE? We’ll discuss how to grow and protect your hard-earned assets from an overdue market correction and other risks in today’s economy.

STATE OF THE ECONOMY: Learn the latest on how the pandemic has impacted the market, and how rising national debt could significantly impact your tax burden in retirement.

RETIREMENT INCOME: Will your nest-egg be enough to sustain your lifestyle in retirement?

LEGACY PLANNING: What happens to your family when something happens to you?

ASSET PROTECTION: Options to protect your money from nursing homes without buying insurance or an irrevocable trust. Everyone qualifies.

SOCIAL SECURITY: Important changes and strategies to maximize benefits for you and your spouse.

MITIGATING RISK: The BIG mistake most Americans are making with their retirement accounts… Are you one of them?

When: Thursday, July 31st at 6:15 PM

Where: 8030 Via Dellagio Way Bldg F, Orlando, FL 32819

Event discussion highlights include:

TAXES IN RETIREMENT: The tax implications of our latest administration and why you should act NOW!

IS YOUR MONEY IN THE RIGHT PLACE? We’ll discuss how to grow and protect your hard-earned assets from an overdue market correction and other risks in today’s economy.

STATE OF THE ECONOMY: Learn the latest on how the pandemic has impacted the market, and how rising national debt could significantly impact your tax burden in retirement.

RETIREMENT INCOME: Will your nest-egg be enough to sustain your lifestyle in retirement?

LEGACY PLANNING: What happens to your family when something happens to you?

ASSET PROTECTION: Options to protect your money from nursing homes without buying insurance or an irrevocable trust. Everyone qualifies.

SOCIAL SECURITY: Important changes and strategies to maximize benefits for you and your spouse.

MITIGATING RISK: The BIG mistake most Americans are making with their retirement accounts… Are you one of them?

When: Tuesday, August 5th at 10:00 AM

Where: 2699 W Osceola Pkwy, Kissimmee, FL 34741

Event discussion highlights include:

TAXES IN RETIREMENT: The tax implications of our latest administration and why you should act NOW!

IS YOUR MONEY IN THE RIGHT PLACE? We’ll discuss how to grow and protect your hard-earned assets from an overdue market correction and other risks in today’s economy.

STATE OF THE ECONOMY: Learn the latest on how the pandemic has impacted the market, and how rising national debt could significantly impact your tax burden in retirement.

RETIREMENT INCOME: Will your nest-egg be enough to sustain your lifestyle in retirement?

LEGACY PLANNING: What happens to your family when something happens to you?

ASSET PROTECTION: Options to protect your money from nursing homes without buying insurance or an irrevocable trust. Everyone qualifies.

SOCIAL SECURITY: Important changes and strategies to maximize benefits for you and your spouse.

MITIGATING RISK: The BIG mistake most Americans are making with their retirement accounts… Are you one of them?

When: Wednesday, August 6th at 10:00 AM

Where: 2699 W Osceola Pkwy, Kissimmee, FL 34741

Event discussion highlights include:

TAXES IN RETIREMENT: The tax implications of our latest administration and why you should act NOW!

IS YOUR MONEY IN THE RIGHT PLACE? We’ll discuss how to grow and protect your hard-earned assets from an overdue market correction and other risks in today’s economy.

STATE OF THE ECONOMY: Learn the latest on how the pandemic has impacted the market, and how rising national debt could significantly impact your tax burden in retirement.

RETIREMENT INCOME: Will your nest-egg be enough to sustain your lifestyle in retirement?

LEGACY PLANNING: What happens to your family when something happens to you?

ASSET PROTECTION: Options to protect your money from nursing homes without buying insurance or an irrevocable trust. Everyone qualifies.

SOCIAL SECURITY: Important changes and strategies to maximize benefits for you and your spouse.

MITIGATING RISK: The BIG mistake most Americans are making with their retirement accounts… Are you one of them?

When: Thursday, August 7th at 10:00 AM

Where: 2699 W Osceola Pkwy, Kissimmee, FL 34741

Event discussion highlights include:

TAXES IN RETIREMENT: The tax implications of our latest administration and why you should act NOW!

IS YOUR MONEY IN THE RIGHT PLACE? We’ll discuss how to grow and protect your hard-earned assets from an overdue market correction and other risks in today’s economy.

STATE OF THE ECONOMY: Learn the latest on how the pandemic has impacted the market, and how rising national debt could significantly impact your tax burden in retirement.

RETIREMENT INCOME: Will your nest-egg be enough to sustain your lifestyle in retirement?

LEGACY PLANNING: What happens to your family when something happens to you?

ASSET PROTECTION: Options to protect your money from nursing homes without buying insurance or an irrevocable trust. Everyone qualifies.

SOCIAL SECURITY: Important changes and strategies to maximize benefits for you and your spouse.

MITIGATING RISK: The BIG mistake most Americans are making with their retirement accounts… Are you one of them?

When: Tuesday, August 12th at 11:00 AM

Where: 8030 Via Dellagio Way Bldg F, Orlando, FL 32819

Event discussion highlights include:

TAXES IN RETIREMENT: The tax implications of our latest administration and why you should act NOW!

IS YOUR MONEY IN THE RIGHT PLACE? We’ll discuss how to grow and protect your hard-earned assets from an overdue market correction and other risks in today’s economy.

STATE OF THE ECONOMY: Learn the latest on how the pandemic has impacted the market, and how rising national debt could significantly impact your tax burden in retirement.

RETIREMENT INCOME: Will your nest-egg be enough to sustain your lifestyle in retirement?

LEGACY PLANNING: What happens to your family when something happens to you?

ASSET PROTECTION: Options to protect your money from nursing homes without buying insurance or an irrevocable trust. Everyone qualifies.

SOCIAL SECURITY: Important changes and strategies to maximize benefits for you and your spouse.

MITIGATING RISK: The BIG mistake most Americans are making with their retirement accounts… Are you one of them?

When: Thursday, August 14th at 11:00 AM

Where: 8030 Via Dellagio Way Bldg F, Orlando, FL 32819

Event discussion highlights include:

TAXES IN RETIREMENT: The tax implications of our latest administration and why you should act NOW!

IS YOUR MONEY IN THE RIGHT PLACE? We’ll discuss how to grow and protect your hard-earned assets from an overdue market correction and other risks in today’s economy.

STATE OF THE ECONOMY: Learn the latest on how the pandemic has impacted the market, and how rising national debt could significantly impact your tax burden in retirement.

RETIREMENT INCOME: Will your nest-egg be enough to sustain your lifestyle in retirement?

LEGACY PLANNING: What happens to your family when something happens to you?

ASSET PROTECTION: Options to protect your money from nursing homes without buying insurance or an irrevocable trust. Everyone qualifies.

SOCIAL SECURITY: Important changes and strategies to maximize benefits for you and your spouse.

MITIGATING RISK: The BIG mistake most Americans are making with their retirement accounts… Are you one of them?

When: Tuesday, August 19th at 6:15 PM

Where: 8030 Via Dellagio Way Bldg F, Orlando, FL 32819

Event discussion highlights include:

TAXES IN RETIREMENT: The tax implications of our latest administration and why you should act NOW!

IS YOUR MONEY IN THE RIGHT PLACE? We’ll discuss how to grow and protect your hard-earned assets from an overdue market correction and other risks in today’s economy.

STATE OF THE ECONOMY: Learn the latest on how the pandemic has impacted the market, and how rising national debt could significantly impact your tax burden in retirement.

RETIREMENT INCOME: Will your nest-egg be enough to sustain your lifestyle in retirement?

LEGACY PLANNING: What happens to your family when something happens to you?

ASSET PROTECTION: Options to protect your money from nursing homes without buying insurance or an irrevocable trust. Everyone qualifies.

SOCIAL SECURITY: Important changes and strategies to maximize benefits for you and your spouse.

MITIGATING RISK: The BIG mistake most Americans are making with their retirement accounts… Are you one of them?

When: Wednesday, August 20th at 6:15 PM

Where: 8030 Via Dellagio Way Bldg F, Orlando, FL 32819

Event discussion highlights include:

TAXES IN RETIREMENT: The tax implications of our latest administration and why you should act NOW!

IS YOUR MONEY IN THE RIGHT PLACE? We’ll discuss how to grow and protect your hard-earned assets from an overdue market correction and other risks in today’s economy.

STATE OF THE ECONOMY: Learn the latest on how the pandemic has impacted the market, and how rising national debt could significantly impact your tax burden in retirement.

RETIREMENT INCOME: Will your nest-egg be enough to sustain your lifestyle in retirement?

LEGACY PLANNING: What happens to your family when something happens to you?

ASSET PROTECTION: Options to protect your money from nursing homes without buying insurance or an irrevocable trust. Everyone qualifies.

SOCIAL SECURITY: Important changes and strategies to maximize benefits for you and your spouse.

MITIGATING RISK: The BIG mistake most Americans are making with their retirement accounts… Are you one of them?

When: Thursday, August 21st at 6:15 PM

Where: 8030 Via Dellagio Way Bldg F, Orlando, FL 32819

Event discussion highlights include:

TAXES IN RETIREMENT: The tax implications of our latest administration and why you should act NOW!

IS YOUR MONEY IN THE RIGHT PLACE? We’ll discuss how to grow and protect your hard-earned assets from an overdue market correction and other risks in today’s economy.

STATE OF THE ECONOMY: Learn the latest on how the pandemic has impacted the market, and how rising national debt could significantly impact your tax burden in retirement.

RETIREMENT INCOME: Will your nest-egg be enough to sustain your lifestyle in retirement?

LEGACY PLANNING: What happens to your family when something happens to you?

ASSET PROTECTION: Options to protect your money from nursing homes without buying insurance or an irrevocable trust. Everyone qualifies.

SOCIAL SECURITY: Important changes and strategies to maximize benefits for you and your spouse.

MITIGATING RISK: The BIG mistake most Americans are making with their retirement accounts… Are you one of them?

When: Wednesday, September 10th at 11:00 AM

Where: 8030 Via Dellagio Way Bldg F, Orlando, FL 32819

Event discussion highlights include:

TAXES IN RETIREMENT: The tax implications of our latest administration and why you should act NOW!

IS YOUR MONEY IN THE RIGHT PLACE? We’ll discuss how to grow and protect your hard-earned assets from an overdue market correction and other risks in today’s economy.

STATE OF THE ECONOMY: Learn the latest on how the pandemic has impacted the market, and how rising national debt could significantly impact your tax burden in retirement.

RETIREMENT INCOME: Will your nest-egg be enough to sustain your lifestyle in retirement?

LEGACY PLANNING: What happens to your family when something happens to you?

ASSET PROTECTION: Options to protect your money from nursing homes without buying insurance or an irrevocable trust. Everyone qualifies.

SOCIAL SECURITY: Important changes and strategies to maximize benefits for you and your spouse.

MITIGATING RISK: The BIG mistake most Americans are making with their retirement accounts… Are you one of them?

When: Thursday, September 11th at 11:00 AM

Where: 8030 Via Dellagio Way Bldg F, Orlando, FL 32819

Event discussion highlights include:

TAXES IN RETIREMENT: The tax implications of our latest administration and why you should act NOW!

IS YOUR MONEY IN THE RIGHT PLACE? We’ll discuss how to grow and protect your hard-earned assets from an overdue market correction and other risks in today’s economy.

STATE OF THE ECONOMY: Learn the latest on how the pandemic has impacted the market, and how rising national debt could significantly impact your tax burden in retirement.

RETIREMENT INCOME: Will your nest-egg be enough to sustain your lifestyle in retirement?

LEGACY PLANNING: What happens to your family when something happens to you?

ASSET PROTECTION: Options to protect your money from nursing homes without buying insurance or an irrevocable trust. Everyone qualifies.

SOCIAL SECURITY: Important changes and strategies to maximize benefits for you and your spouse.

MITIGATING RISK: The BIG mistake most Americans are making with their retirement accounts… Are you one of them?

When: Tuesday, September 16th at 10:00 AM

Where: 2699 W Osceola Pkwy, Kissimmee, FL 34741

Event discussion highlights include:

TAXES IN RETIREMENT: The tax implications of our latest administration and why you should act NOW!

IS YOUR MONEY IN THE RIGHT PLACE? We’ll discuss how to grow and protect your hard-earned assets from an overdue market correction and other risks in today’s economy.

STATE OF THE ECONOMY: Learn the latest on how the pandemic has impacted the market, and how rising national debt could significantly impact your tax burden in retirement.

RETIREMENT INCOME: Will your nest-egg be enough to sustain your lifestyle in retirement?

LEGACY PLANNING: What happens to your family when something happens to you?

ASSET PROTECTION: Options to protect your money from nursing homes without buying insurance or an irrevocable trust. Everyone qualifies.

SOCIAL SECURITY: Important changes and strategies to maximize benefits for you and your spouse.

MITIGATING RISK: The BIG mistake most Americans are making with their retirement accounts… Are you one of them?

When: Wednesday, September 17th at 10:00 AM

Where: 2699 W Osceola Pkwy, Kissimmee, FL 34741

Event discussion highlights include:

TAXES IN RETIREMENT: The tax implications of our latest administration and why you should act NOW!

IS YOUR MONEY IN THE RIGHT PLACE? We’ll discuss how to grow and protect your hard-earned assets from an overdue market correction and other risks in today’s economy.

STATE OF THE ECONOMY: Learn the latest on how the pandemic has impacted the market, and how rising national debt could significantly impact your tax burden in retirement.

RETIREMENT INCOME: Will your nest-egg be enough to sustain your lifestyle in retirement?

LEGACY PLANNING: What happens to your family when something happens to you?

ASSET PROTECTION: Options to protect your money from nursing homes without buying insurance or an irrevocable trust. Everyone qualifies.

SOCIAL SECURITY: Important changes and strategies to maximize benefits for you and your spouse.

MITIGATING RISK: The BIG mistake most Americans are making with their retirement accounts… Are you one of them?

When: Thursday, September 18th at 10:00 AM

Where: 2699 W Osceola Pkwy, Kissimmee, FL 34741

Event discussion highlights include:

TAXES IN RETIREMENT: The tax implications of our latest administration and why you should act NOW!

IS YOUR MONEY IN THE RIGHT PLACE? We’ll discuss how to grow and protect your hard-earned assets from an overdue market correction and other risks in today’s economy.

STATE OF THE ECONOMY: Learn the latest on how the pandemic has impacted the market, and how rising national debt could significantly impact your tax burden in retirement.

RETIREMENT INCOME: Will your nest-egg be enough to sustain your lifestyle in retirement?

LEGACY PLANNING: What happens to your family when something happens to you?

ASSET PROTECTION: Options to protect your money from nursing homes without buying insurance or an irrevocable trust. Everyone qualifies.

SOCIAL SECURITY: Important changes and strategies to maximize benefits for you and your spouse.

MITIGATING RISK: The BIG mistake most Americans are making with their retirement accounts… Are you one of them?

On-Demand Webinars

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