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Educational Workshops & Events

Upcoming Events

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 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)

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.

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.

Past Events

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