We frequently host educational events in our office’s Education Center. Our events are always complimentary and open to anyone willing to learn. For newcomers, these events are a great way to get acquainted with our team.

Please call (850) 437-3127 to RSVP for one of our upcoming events.

We hope to see you soon!

Current Upcoming Events:

Summer Series

Join us at our office’s education center to learn more about these interesting
financial topics. Light lunch will be provided.

Wednesday, May 25th
Social Security – How it Fits into Your Retirement Strategy

Wednesday, June 22nd
Annuities – The Good, The Bad, The Ugly

Wednesday, July 27th
Alphabet Soup – 401k, 403b, DROP, TSP, IRA, SEP… the list goes on!
Sorting through the Confusion of Retirement Plans

Wednesday, August 24th
Tax Planning – A Pillar of Retirement Planning

Time: 11:30am – 1pm CST


Interested in reserving our space for your upcoming presentation, class, or meeting?

Our Education Center has a max capacity of 30 people. The room includes tables, chairs, a kitchenette, and three large screen TV’s that can be used for PowerPoints, videos, etc. Please contact us at (850) 437-3127.