About Our Agency

About RetirementWorkshop2020

Our Organization

​Retirement Workshop 2020 offers clarity and focus in the retirement process. What we do is help, guide, and educate our clients. We explain the pro's and con's about Social Security, your tax implications on Social Security. What the costs are associated with or without Long Term Care Insurance. What is Medicare & Medicaid. What are my options?
RW2020 was created because I found that many retirees did not have an exit strategy. Granted, many attendees had wealth managers but truly lacked the understanding and implications of taking the wrong bucket of money at the wrong time.  We'll touch on all subject matters related to your new journey of Retirement. Our reputation thrives on our high-level of customer satisfaction. When our attendees are truly confident in their financial stability, we have done our job. ​

Our Commitment

​Before you embark on your exciting journey into Retirement, Retirement Workshop 2020 can help you with every step of the way. We provide integrity, focus, clarity, and solutions. It's free. 

Our Principle

Even if you have an MBA in business, financial matters can be daunting. In addition to recommendations on growing your money, the experienced staff at Retirement Workshop 2020 aims to provide a continued education that will strengthen our working relationship.​

Thanks for taking the time to learn more about our agency and please feel free to contact us any time about anything.

How can we help you today?
(772) 742-1400​
540 NW University Blvd. # 108
Port St Lucie, FL 34986​
Click Here to Email Us