Seminars


Enroll Now!

What Is The New Retirement?

With the incredible volatility of the stock market and other financial challenges that our national economy has been facing over the past couple of years, it easy to feel as if “Retirement” as we once defined it has changed.   If you are looking for “fresh” ideas of how to take on the important day-to-day decisions that you need to make to plan for a more comfortable retirement, then you need to attend one of our very popular “NEW RETIREMENT” workshops. 

Enjoy a complimentary meal and hear facts, not opinions on the following topics”

  • Smart Alternatives to “Buy & Hold” Investing.
  • Fighting New Taxes & Inflation.
  • Strategies to Create Retirement Income.
  • Avoiding Common Pitfalls Faced by Today’s Retirees.
  • Pros and Cons of Roth IRA Conversions.

Call our office at 239-936-5441 to reserve your seat now.  Seating limited so don’t delay! 

When: Wednesday, February 22, 2012 - 4:00
Where: Ruth Chris Steakhouse
23151 Village Shops Way
Bonita Springs, Fl.
Coconut Point Mall

Enroll Now!

What Is The New Retirement?

With the incredible volatility of the stock market and other financial challenges that our national economy has been facing over the past couple of years, it easy to feel as if “Retirement” as we once defined it has changed.   If you are looking for “fresh” ideas of how to take on the important day-to-day decisions that you need to make to plan for a more comfortable retirement, then you need to attend one of our very popular “NEW RETIREMENT” workshops. 

Enjoy a complimentary meal and hear facts, not opinions on the following topics”

  • Smart Alternatives to “Buy & Hold” Investing.
  • Fighting New Taxes & Inflation.
  • Strategies to Create Retirement Income.
  • Avoiding Common Pitfalls Faced by Today’s Retirees.
  • Pros and Cons of Roth IRA Conversions.

Call our office at 239-936-5441 to reserve your seat now.  Seating limited so don’t delay! 

When: Thursday, February 23, 2012 - 4:00
Where: Ruth Chris Steakhouse
23151 Village Shops Way
Bonita Springs, Fl.
Coconut Point Mall

Enroll Now!

What Is The New Retirement?

With the incredible volatility of the stock market and other financial challenges that our national economy has been facing over the past couple of years, it easy to feel as if “Retirement” as we once defined it has changed.   If you are looking for “fresh” ideas of how to take on the important day-to-day decisions that you need to make to plan for a more comfortable retirement, then you need to attend one of our very popular “NEW RETIREMENT” workshops. 

Enjoy a complimentary meal and hear facts, not opinions on the following topics”

  • Smart Alternatives to “Buy & Hold” Investing.
  • Fighting New Taxes & Inflation.
  • Strategies to Create Retirement Income.
  • Avoiding Common Pitfalls Faced by Today’s Retirees.
  • Pros and Cons of Roth IRA Conversions.

Call our office at 239-936-5441 to reserve your seat now.  Seating limited so don’t delay! 

When: Wednesday, March 7, 2012 - 4:00
Where: Ruth Chris Steakhouse
23151 Village Shops Way
Bonita Springs, Fl.
Coconut Point Mall

Enroll Now!

What Is The New Retirement?

With the incredible volatility of the stock market and other financial challenges that our national economy has been facing over the past couple of years, it easy to feel as if “Retirement” as we once defined it has changed.   If you are looking for “fresh” ideas of how to take on the important day-to-day decisions that you need to make to plan for a more comfortable retirement, then you need to attend one of our very popular “NEW RETIREMENT” workshops. 

Enjoy a complimentary meal and hear facts, not opinions on the following topics”

  • Smart Alternatives to “Buy & Hold” Investing.
  • Fighting New Taxes & Inflation.
  • Strategies to Create Retirement Income.
  • Avoiding Common Pitfalls Faced by Today’s Retirees.
  • Pros and Cons of Roth IRA Conversions.

Call our office at 239-936-5441 to reserve your seat now.  Seating limited so don’t delay! 

When: Thursday, March 8, 2012 - 4:00
Where: Ruth Chris Steakhouse
23151 Village Shops Way
Bonita Springs, Fl.
Coconut Point Mall

Enroll Now!

What Is The New Retirement?

With the incredible volatility of the stock market and other financial challenges that our national economy has been facing over the past couple of years, it easy to feel as if “Retirement” as we once defined it has changed.   If you are looking for “fresh” ideas of how to take on the important day-to-day decisions that you need to make to plan for a more comfortable retirement, then you need to attend one of our very popular “NEW RETIREMENT” workshops. 

Enjoy a complimentary meal and hear facts, not opinions on the following topics”

  • Smart Alternatives to “Buy & Hold” Investing.
  • Fighting New Taxes & Inflation.
  • Strategies to Create Retirement Income.
  • Avoiding Common Pitfalls Faced by Today’s Retirees.
  • Pros and Cons of Roth IRA Conversions.

Call our office at 239-936-5441 to reserve your seat now.  Seating limited so don’t delay! 

When: Wednesday, March 28, 2012 - 4:00
Where: Ruth Chris Steakhouse
23151 Village Shops Way
Bonita Springs, Fl.
Coconut Point Mall

Enroll Now!

What Is The New Retirement?

With the incredible volatility of the stock market and other financial challenges that our national economy has been facing over the past couple of years, it easy to feel as if “Retirement” as we once defined it has changed.   If you are looking for “fresh” ideas of how to take on the important day-to-day decisions that you need to make to plan for a more comfortable retirement, then you need to attend one of our very popular “NEW RETIREMENT” workshops. 

Enjoy a complimentary meal and hear facts, not opinions on the following topics”

  • Smart Alternatives to “Buy & Hold” Investing.
  • Fighting New Taxes & Inflation.
  • Strategies to Create Retirement Income.
  • Avoiding Common Pitfalls Faced by Today’s Retirees.
  • Pros and Cons of Roth IRA Conversions.

Call our office at 239-936-5441 to reserve your seat now.  Seating limited so don’t delay! 

When: Thursday, March 29, 2012 - 4:00
Where: Ruth Chris Steakhouse
23151 Village Shops Way
Bonita Springs, Fl.
Coconut Point Mall

Enroll Now!

What Is The New Retirement?

With the incredible volatility of the stock market and other financial challenges that our national economy has been facing over the past couple of years, it easy to feel as if “Retirement” as we once defined it has changed.   If you are looking for “fresh” ideas of how to take on the important day-to-day decisions that you need to make to plan for a more comfortable retirement, then you need to attend one of our very popular “NEW RETIREMENT” workshops. 

Enjoy a complimentary meal and hear facts, not opinions on the following topics”

  • Smart Alternatives to “Buy & Hold” Investing.
  • Fighting New Taxes & Inflation.
  • Strategies to Create Retirement Income.
  • Avoiding Common Pitfalls Faced by Today’s Retirees.
  • Pros and Cons of Roth IRA Conversions.

Call our office at 239-936-5441 to reserve your seat now.  Seating limited so don’t delay! 

When: Wednesday, June 6, 2012 - 4:00
Where: Ruth Chris Steakhouse
23151 Village Shops Way
Bonita Springs, Fl.
Coconut Point Mall

Enroll Now!

What Is The New Retirement?

With the incredible volatility of the stock market and other financial challenges that our national economy has been facing over the past couple of years, it easy to feel as if “Retirement” as we once defined it has changed.   If you are looking for “fresh” ideas of how to take on the important day-to-day decisions that you need to make to plan for a more comfortable retirement, then you need to attend one of our very popular “NEW RETIREMENT” workshops. 

Enjoy a complimentary meal and hear facts, not opinions on the following topics”

  • Smart Alternatives to “Buy & Hold” Investing.
  • Fighting New Taxes & Inflation.
  • Strategies to Create Retirement Income.
  • Avoiding Common Pitfalls Faced by Today’s Retirees.
  • Pros and Cons of Roth IRA Conversions.

Call our office at 239-936-5441 to reserve your seat now.  Seating limited so don’t delay! 

When: Thursday, June 7, 2012 - 4:00
Where: Ruth Chris Steakhouse
23151 Village Shops Way
Bonita Springs, Fl.
Coconut Point Mall