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Educational Workshops & Events

Upcoming Events

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

Past Events

May 6, 2020

6:00p - 7:00p

Online Seminar - Register Today...

Solving the Retirement Puzzle (click here for more details)

Learn the latest strategies to maximize Social Security, reduce taxes and manage retirement risks after the "COVID-19 Crash". Recent economic turmoil indicates that a fundamental shift in Retirement planning could be necessary. This course is a comprehensive personal finance course for those concerned about what is currently occurring in our financial world, preserving retirement assets, protecting income, and reducing taxes in retirement. This course will explore options that should be addressed that are specifically designed to address your needs. This course is also important for individuals and couples that are in the early stages of retirement or those about to retire. It will address some of the common tax pitfalls today's retiree faces. You will receive financial tools to help you better understand risk, taxes, and estate planning. (Click on the event title for more details)

April 18, 2020

10:30a - 11:30a

Zoom Telecommunication Live Workshop

Taxes in Retirement (click here for more details)

A Live Telecommunication Course Teaching the Foundations for Retirement in our Current Economic Environment Recent economic turmoil indicates that a fundamental shift in Retirement planning for could be necessary. This course is a comprehensive personal finance course for those concerned about what is currently occurring in our financial world that are concerned about preserving retirement assets, protecting income and reducing taxes in retirement. This course will explore options that should be addressed that are specifically designed to address your needs. This course is also important for individuals and couples that are in the early stages of retirement or those about to retire. It will address some of the common tax pitfalls today's retiree faces. You will receive financial tools to help you better understand risk, taxes, and estate planning. (Click on the event title for more details)

April 14, 2020

1:30p - 2:30p

Zoom Telecommunication Live Workshop

Taxes in Retirement Zoom Webinar (click here for more details)

A Live Telecommunication Course Teaching the Foundations for Retirement in our Current Economic Environment Recent economic turmoil indicates that a fundamental shift in Retirement planning for could be necessary. This course is a comprehensive personal finance course for those concerned about what is currently occurring in our financial world that are concerned about preserving retirement assets, protecting income and reducing taxes in retirement. This course will explore options that should be addressed that are specifically designed to address your needs. This course is also important for individuals and couples that are in the early stages of retirement or those about to retire. It will address some of the common tax pitfalls today's retiree faces. You will receive financial tools to help you better understand risk, taxes, and estate planning. (Click on the event title for more details)

April 13, 2020

6:30p - 7:30p

Online Seminar - Register Today...

Taxes in Retirement Live Webinar (click here for more details)

An Online Webinar Teaching the Foundations for Retirement in our Current Economic Environment Recent economic turmoil indicates that a fundamental shift in Retirement planning for could be necessary. This course is a comprehensive personal finance course for those concerned about what is currently occurring in our financial world that are concerned about preserving retirement assets, protecting income and reducing taxes in retirement. This course will explore options that should be addressed that are specifically designed to address your needs. This course is also important for individuals and couples that are in the early stages of retirement or those about to retire. It will address some of the common tax pitfalls today's retiree faces. You will receive financial tools to help you better understand risk, taxes, and estate planning. (Click on the event title for more details)

April 11, 2020

10:00a - 11:00a

Online Seminar - Register Today...

Solving the Retirement Puzzle Online Seminar (click here for more details)

An Online Webinar Teaching the Foundations for Retirement in our Current Economic Environment Recent economic turmoil indicates that a fundamental shift in Retirement planning for could be necessary. This course is a comprehensive personal finance course for those concerned about what is currently occurring in our financial world that are concerned about preserving retirement assets, protecting income and reducing taxes in retirement. This course will explore options that should be addressed that are specifically designed to address your needs. This course is also important for individuals and couples that are in the early stages of retirement or those about to retire. It will address some of the common tax pitfalls today's retiree faces. You will receive financial tools to help you better understand risk, taxes, and estate planning. (Click on the event title for more details)

March 25, 2020

6:00p - 7:30p

Ponte Vedra Public Library

Baby Boomer Retirement Course | Ponte Vedra Beach Library

A Classroom Course Teaching the Foundations for a Sound Retirement Recent academic research indicates that a fundamental shift in Retirement planning for the Baby Boomer Generation could be necessary. This course is a comprehensive personal finance course for those in the early stages of retirement or those about to retire. It will address some of the common tax pitfalls today's retiree faces. You will receive financial tools to help you better understand risk, taxes, and estate planning. (Click on the event title for more details)

March 23, 2020

6:00p - 7:30p

Ponte Vedra Public Library

Baby Boomer Retirement Course | Ponte Vedra Beach Library

A Classroom Course Teaching the Foundations for a Sound Retirement Recent academic research indicates that a fundamental shift in Retirement planning for the Baby Boomer Generation could be necessary. This course is a comprehensive personal finance course for those in the early stages of retirement or those about to retire. It will address some of the common tax pitfalls today's retiree faces. You will receive financial tools to help you better understand risk, taxes, and estate planning. (Click on the event title for more details)

March 5, 2020

6:00p - 7:30p

University of North Florida | Adam W. Herbert University Center

Social Security Workshop | Jacksonville, FL

Learn important rules that affect the amount of retirement benefits you collect, as well as strategies for coordinating social security with other sources of retirement income! (Click on the event title for more details)

March 3, 2020

6:00p - 7:30p

University of North Florida | Adam W. Herbert University Center

Social Security Workshop | Jacksonville, FL

Learn important rules that affect the amount of retirement benefits you collect, as well as strategies for coordinating social security with other sources of retirement income! (Click on the event title for more details)

February 22, 2020

11:00a - 12:30p

University of North Florida | Adam W. Herbert University Center

Baby Boomer Retirement Course

A Classroom Course Teaching the Foundations for a Sound Retirement Recent academic research indicates that a fundamental shift in Retirement planning for the Baby Boomer Generation could be necessary. This course is a comprehensive personal finance course for those in the early stages of retirement or those about to retire. It will address some of the common tax pitfalls today's retiree faces. You will receive financial tools to help you better understand risk, taxes, and estate planning.

February 11, 2020

6:00p - 7:30p

Ponte Vedra Beach Branch Public Library

Baby Boomer Retirement Course

A Classroom Course Teaching the Foundations for a Sound Retirement Recent academic research indicates that a fundamental shift in Retirement planning for the Baby Boomer Generation could be necessary. This course is a comprehensive personal finance course for those in the early stages of retirement or those about to retire. It will address some of the common tax pitfalls today’s retiree faces. You will receive financial tools to help you better understand risk, taxes, and estate planning.

February 10, 2020

6:00p - 7:30p

Ponte Vedra Beach Branch Public Library

Baby Boomer Retirement Course

A Classroom Course Teaching the Foundations for a Sound Retirement Recent academic research indicates that a fundamental shift in Retirement planning for the Baby Boomer Generation could be necessary. This course is a comprehensive personal finance course for those in the early stages of retirement or those about to retire. It will address some of the common tax pitfalls today’s retiree faces. You will receive financial tools to help you better understand risk, taxes, and estate planning.

January 29, 2020

6:00p - 7:30p

University of North Florida | Adam W. Herbert University Center

Social Security Workshop | Jacksonville, FL

Learn important rules that affect the amount of retirement benefits you collect, as well as strategies for coordinating social security with other sources of retirement income! (Click on the event title for more details)

January 27, 2020

6:00p - 7:30p

University of North Florida | Adam W. Herbert University Center

Social Security Workshop | Jacksonville, FL

Learn important rules that affect the amount of retirement benefits you collect, as well as strategies for coordinating social security with other sources of retirement income! (Click on the event title for more details)

January 15, 2020

6:00p - 7:30p

Ponte Vedra Beach Branch Public Library

Baby Boomer Retirement Course

A Classroom Course Teaching the Foundations for a Sound Retirement Recent academic research indicates that a fundamental shift in Retirement planning for the Baby Boomer Generation could be necessary. This course is a comprehensive personal finance course for those in the early stages of retirement or those about to retire. It will address some of the common tax pitfalls today's retiree faces. You will receive financial tools to help you better understand risk, taxes, and estate planning.

January 13, 2020

6:00p - 7:30p

Ponte Vedra Beach Branch Public Library

Baby Boomer Retirement Course

A Classroom Course Teaching the Foundations for a Sound Retirement Recent academic research indicates that a fundamental shift in Retirement planning for the Baby Boomer Generation could be necessary. This course is a comprehensive personal finance course for those in the early stages of retirement or those about to retire. It will address some of the common tax pitfalls today’s retiree faces. You will receive financial tools to help you better understand risk, taxes, and estate planning.

Event Registration