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:
LUNCH & LEARN
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
SPACE IS LIMITED, PLEASE RSVP!
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.
