FINRA has investor education materials such as BrokerCheck, which provides insight into firms and financial advisors.


Whether it's keeping up with retirement trends or discussing investment principles, our firm is dedicated to providing sound information to people who are concerned about their personal finances. And along the way, we like to have some fun, too. If any of the events below look interesting, click the Register button. We are happy to accommodate guests of our invitees.



May 23, 2019

6:00p - 8:00p

Chamber of Commerce Viera Conference Center

Changing World of Retirement Plans Pt. 2

Join us for dinner, beverages, fellowship and information! Financial Planning Workshop Pt. 2: Determine if you have enough money for retirement • Use three basic types of retirement accounts to maximize cash flow at retirement • Learn strategies that can help you manage your tax burden • Evaluate benefits of a Roth IRA • Avoid the three basic "pitfalls" of retirement distribution planning SEATING IS LIMITED. PLEASE REGISTER by May 21st. PLEASE REGISTER EACH ATTENDEE SEPARATELY.

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