Team

John Clark, CLTC, CMIP

Advocate

(561) 818 2506

(772) 673-3344

jclark@retirementworkshop2020.com

John has been working with his valued clients serving their financial needs since 2006.  John is dedicated to providing his clients with the professional and individual attention necessary to achieve their financial goals, retain...

Read more

Bradley Davis

Featured Presenter

772-828-1351

772-673-3344

bdavis@seniorsolutionsinsurance.com

Bradley A Davis, Financial Advisor. I attended the University of Rhode Island and hold a National Social Security Advisor Certificate. I help, guide, and educate clients to reach their financial goals through analysis and planning....

Read more

Bruce Greenstein, LUTC

Featured Presenter

239-209-4706

772-673-3344

tslife@hotmail.com

Bruce Greenstein, LUTC, and a graduate of Florida State University is a highly respected financial professional who has earned his reputation as a safe money manager. His clients will tell you they no longer have to worry about market...

Read more

Grant Morris RICP

Featured Presenter

561-310-0428

gmorris@crown-wealthmanagement.com

Grant Morris is uniquely positioned to provide comprehensive wealth management guidance that includes insights into retirement planning and income management, asset allocation, risk management, education planning, tax minimization and...

Read more

John Matthew Clark

Featured Presenter

561-603-6130

772-673-3344

jmclark@seniorsolutionsinsurance.com

John Matthew (aka Matt) Clark is currently the Vice President of Senior Solutions Insurance Agency. He began learning the importance of a sound retirement strategy at 15 years old when he became his grandfather’s part-time...

Read more

Joseph Faulk

Featured Presenter

813-928-5454

772-673-3344

Jfaulk@1stCardinal.com

I have dedicated my twenty-year financial services practice to helping clients identify their long-term retirement objectives, develop a realistic & attainable strategy, and ultimately reach their financial goals. These goals are met...

Read more

Orrett Garth

Featured Presenter

772-240-9746

772-343-7381

garthorrett481@gmail.com

Orrett Garth is a state licensed insurance agent and field underwriter for over 30 years.  As a financial services professional, he specializes in senior benefit services such as Retirement Income Planning, Medicare Supplement...

Read more

Walter Garff

Featured Presenter

313-399-8336

waltergarff@gmail.com

Walt has been an insurance agent since 2004. He started in Michigan as anagent with GE Capital Assurance Long Term Care having gained respect for GE while working with GE Corporate R&D as President of a University of Michigan...

Read more