Take the first step toward reaching your Financial Goals


Get the information that can help you live a confident retirement.

Attend an Event

Our seminars focus on common financial concerns that individuals and families face in retirement, things like how to prepare for unexpected medical expenses and ways to create income to help support your desired lifestyle.

Attend one of our seminars to learn how addressing these concerns can help you feel more confident about the days ahead.

UPCOMING EVENTS:

April 25
Social Security Seminar
6:30 pm | Thrasher-Horne Center
May 7
Social Security Seminar
6:30 pm | St. John’s River State College
May 21
Social Security Seminar
6:30 pm | University of North Florida
May 23
Social Security Seminar
6:30 pm | University of North Florida
June 11
Social Security Seminar
6:30 pm | University of North Florida
June 25
Social Security Seminar
6:30 pm | Thrasher-Horne Center
June 27
Social Security Seminar
6:30 pm | Thrasher-Horne Center
July 16
Social Security Seminar
6:30 pm | University of North Florida
July 25
Social Security Seminar
6:30 pm | Thrasher-Horne Center
August 8
Social Security Seminar
6:30 pm | University of North Florida

Rather meet One-on-one?

Schedule a meeting with one of our team to create your financial strategy today.

Or give us a call at 904.288.0103