Workshops

 
Workshops coming to Avon Park and Sarasota in September and November.
Check back soon for details.
 


  • 5/27 – 6/3 – 6/10   Baby Boomer Retirement Course – Braden River Branch Library
    Address: 4915 53rd Ave E, Bradenton, Florida 34203
    Time: 12:30pm – 2:30pm
    Register Now

    This series will look at topics that can be challenging during retirement such as asset risk, retirement income, and estate issues, as well as other topics that can effect retirement. The curriculum for this course is based on recent academic research from various institutions. You will receive:
    1. Baby Boomer Retirement Course Workbook to follow along in class
    2. Getting Your Financial House in Order Self-Study Guide
    3. Getting Your Estate in Order Guidebook
    4. The Personal Wealth Index Questionnaire and Customized Report


  • 5/29 – 6/4 – 6/11   Baby Boomer Retirement Course – Braden River Library
    Address: 4915 53rd Ave, East Bradenton, Florida 34203
    Time: 12:30pm – 2:30pm
    Register Now

    This series will look at topics that can be challenging during retirement such as asset risk, retirement income, and estate issues, as well as other topics that can effect retirement. The curriculum for this course is based on recent academic research from various institutions. You will receive:
    1. Baby Boomer Retirement Course Workbook to follow along in class
    2. Getting Your Financial House in Order Self-Study Guide
    3. Getting Your Estate in Order Guidebook
    4. The Personal Wealth Index Questionnaire and Customized Report


Past Workshops

  • 3/31 – 4/7 – 4/14   Baby Boomer Retirement Course – Avon Park High School
    Address: 700 East Main Street, Avon Park, Florida 33825
    Time: 6:00pm – 8:00pm

  • 3/29 – 4/5 – 4/12   Baby Boomer Retirement Course – Avon Park High School
    Address: 700 East Main Street, Avon Park, Florida 33825
    Time: 6:00pm – 8:00pm

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