20 April
Hello North Palm Beach. Come join us for a FREE Educational Social Security, Medicare, & Taxes in Retirement Seminar


You have spent your entire lifetime working to arrive at this moment. There are NO "do-overs".  Learn how to avoid the most often mistakes. Let's have a conversation to help keep your hard-earned $$.   We've helped everyone, including retiring educators, police, firemen, and veterans strategize and secure their financial peace.  This is an educational workshop with an opportunity to meet and ask us questions specific to you.  Our knowledgeable speakers will guide you through the process and provide valuable insights.   Don't miss out on this opportunity!  Individual meetings are encouraged too.   Mark your calendars and come join us for this informative event. Just RSVP   


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

How to avoid the most common mistakes people make when claiming their benefits.

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

*If you are an FRS employee learn how to maximize your DROP, Bencor, 403b into an income stream. 

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

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

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

There is an open questions and answers session at the end of the presentation. 

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

Date and Time

Sat, Apr 20, 2024

10:30a - 12:00p EST


North Palm Beach County Public Library

303 Anchorage Drive
North Palm Beach, FL 33408


Plenty of parking.

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Event Registration

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