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

Hello Treasure Coast, Come join us for your FREE Social Security, Medicare, FRS, & Taxes " Retirement journey seminar (copy)
April 25, 2024
6:00pm - 8:00pm
Keiser University Port St Lucie
(844) 673-7105
1151 SW 30th Street
Suite F
Palm City, FL 34990​​
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