Florida Retirement Topics:

Understand how to maximize your pension, DROP, Bencor, 403b, & Social Security and minimize taxes.

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

Learn Social Security from a nationally certified Social Security Advisor. 

Medicare:  Part A, B, C, & D simplified!   Know your options.

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

Medicare Topics:

  • When and how to sign up for Medicare

Medicare Part A, B, C, & D

Medicare Supplement (Medigap) Plans

How to use Medicare to pay for Hospital visits, doctor appointments, and pay for prescription drugs

2023-24 RX Gap

How to get extra assistance paying for prescription drugs in retirement

How Medicare Advantage works

  • Which plan is right for you

  • What happens if you're a high earner?


Upcoming Events

October 12, 2023

6:00p - 7:30p

Cobbs Landing

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