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Educational Workshops & Events

Upcoming Events

More events are on the way! Check back soon for more information.

Past Events

March 19, 2024

6:00p - 7:30p

University of North Florida

Taxes in Retirement Educational Workshop in Jacksonville, FL

Many of the retirement strategies utilized by our parents have grown outdated and may no longer have application for those looking to retire today. This class compares and contrasts the old retirement paradigms of yesteryear and the new paradigms of today. Attendees will discover how to insulate themselves from the risks of rising taxes, Social Security taxation, and how to avoid common mistakes that increase the chances or running out of money as you distribute your assets in retirement.

March 18, 2024

6:00p - 7:30p

University of North Florida

Taxes in Retirement Educational Workshop in Jacksonville, FL

Many of the retirement strategies utilized by our parents have grown outdated and may no longer have application for those looking to retire today. This class compares and contrasts the old retirement paradigms of yesteryear and the new paradigms of today. Attendees will discover how to insulate themselves from the risks of rising taxes, Social Security taxation, and how to avoid common mistakes that increase the chances or running out of money as you distribute your assets in retirement.

April 15, 2023

11:00a - 12:30p

University of North Florida - Adam W. Herbert University Center

Retirement Master Class (click for more detail)

This Retirement Master Class is designed to provide an overview of what should be considered when either in retirement or preparing for retirement. You will learn about how to reduce taxes, increase income and how to manage you goals in retirement. This class is targeting individuals and couples that are between 55-72 years of age. Reserve your seat today....!!

April 13, 2023

6:00p - 7:00p

University of North Florida - Adam W. Herbert University Center

Retirement Master Class (click for more detail)

This Retirement Master Class is designed to provide an overview of what should be considered when either in retirement or preparing for retirement. You will learn about how to reduce taxes, increase income and how to manage you goals in retirement. This class is targeting individuals and couples that are between 55-72 years of age. Reserve your seat today....!!

August 22, 2022

University of North Florida - Adam W. Herbert University Center

August 10 - August 23, 2022

6:00p - 7:00p

Ponte Vedra Public Library - Friends of the Library Room

July 28, 2022

6:00p - 7:00p

University of North Florida - Adam W. Herbert University Center

July 20, 2022

6:00p - 7:00p

Ponte Vedra Public Library - Friends of the Library Room

April 5, 2022

6:00p - 7:00p

Ponte Vedra Beach Library - Friends of the Library Room

Social Security and Planning Workshop (copy)

Many of the retirement strategies utilized by our parents have grown outdated and may no longer be available. This class compares and contrasts the old retirement paradigms of yesteryear and the new paradigms of today. Attendees will discover how to insulate themselves from the risks of rising taxes, Social Security taxation, and how to avoid common mistakes that increase the chances of running out of money as you distribute your assets in retirement.

April 4, 2022

6:00p - 7:00p

Ponte Vedra Beach Library - Friends of the Library Room

Social Security and Planning Workshop

Many of the retirement strategies utilized by our parents have grown outdated and may no longer be available. This class compares and contrasts the old retirement paradigms of yesteryear and the new paradigms of today. Attendees will discover how to insulate themselves from the risks of rising taxes, Social Security taxation, and how to avoid common mistakes that increase the chances of running out of money as you distribute your assets in retirement.

March 24, 2022

6:00p - 7:00p

Jacksonville, FL: University of North Florida: Adam W. Herbert

Social Security and Planning Workshop

Many of the retirement strategies utilized by our parents have grown outdated and may no longer be available. This class compares and contrasts the old retirement paradigms of yesteryear and the new paradigms of today. Attendees will discover how to insulate themselves from the risks of rising taxes, Social Security taxation, and how to avoid common mistakes that increase the chances of running out of money as you distribute your assets in retirement.

March 22, 2022

6:00p - 7:00p

Jacksonville, FL: University of North Florida: Adam W. Herbert

Social Security and Planning Workshop

Many of the retirement strategies utilized by our parents have grown outdated and may no longer be available. This class compares and contrasts the old retirement paradigms of yesteryear and the new paradigms of today. Attendees will discover how to insulate themselves from the risks of rising taxes, Social Security taxation, and how to avoid common mistakes that increase the chances of running out of money as you distribute your assets in retirement.

September 28, 2021

6:00p - 7:30p

University of North Florida

Taxes in Retirement Educational Workshop in Jacksonville, FL

Many of the retirement strategies utilized by our parents have grown outdated and may no longer have application for those looking to retire today. This class compares and contrasts the old retirement paradigms of yesteryear and the new paradigms of today. Attendees will discover how to insulate themselves from the risks of rising taxes, Social Security taxation, and how to avoid common mistakes that increase the chances or running out of money as you distribute your assets in retirement.

September 18, 2021

11:00a - 12:30p

University of North Florida

Retirement Income Planning Workshop in Jacksonville, FL

This educational workshop will provide you with much needed information to help you understand how retirement income planning works. After this class, you will be able to make informed decisions about Social Security and understand how the elections will affect your monthly benefits. Learn powerful NEW strategies that may reduce the taxes you pay on your retirement income from a local, knowledgeable financial professional.

September 16, 2021

6:00p - 7:30p

University of North Florida

Retirement Income Planning Workshop in Jacksonville, FL

This educational workshop will provide you with much needed information to help you understand how retirement income planning works. After this class, you will be able to make informed decisions about Social Security and understand how the elections will affect your monthly benefits. Learn powerful NEW strategies that may reduce the taxes you pay on your retirement income from a local, knowledgeable financial professional.

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