LUNCH & LEARN
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
SPACE IS LIMITED, PLEASE RSVP!
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.