Events

Please join us for a free "Color of Money Journey to Retirement" seminar

Learn the real "Social Security" process and options from a nationally certified Social Security Advisor.

Understand the options you have for Long Term Care from a certified Long Term Care Advisor.

If you are a Florida Retiring State employee, learn how to optimize your DROP, Bencor, 403b, 457b into a guaranteed income stream and defer the taxes.

FRS:   Are you aware of the recent 7024 Retirement changes and their impact on you?

Learn Medicare: Part A, B, C, & D simplified!   Know your options between Supplements & Advantage Plans.

Tax implications if you are a high earner with your Medicare Part B

The 10,000-foot view on the national debt and what it means to you. 

Trusts, Living Wills, & Final Wills.  Why you don't want to wait?

There is always a question and answer session at the end of each presentation.

Guaranteed!  You will walk away with a better understanding of retiring and confidence in getting ready for your retirement

Our personable presenters are extremely knowledgeable in their areas of expertise.  Easy to approach.  


 

Upcoming Events

March 21, 2024

6:30p - 8:00p

Keiser University Port St Lucie

Past Events

February 17, 2024

10:00a - 11:30a

North Palm Beach County Public Library

Event Registration


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