Events

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Cooper’s Hawk Winery & Restaurant Dinner Seminar

Cooper's Hawk Winery & Restaurant 13671 Olympic Ct,, Fort Myers, FL

An exclusive private event for retirees & pre-retirees You are cordially invited to and educational event for area residents who are retired or nearing retirement. This informative and entertaining program […]

Client Appreciation Event at Red Sox Stadium

Jet Blue Park Boston Red Sox 11500 Fenway South Drive, Fort Myers, FL

<< All Events You are invited for a spring training game.  Come to see these two teams play at the Red Sox Stadium.  Enjoy a buffet style hot dogs and […]

Cooper’s Hawk Winery & Restaurant Dinner Seminar

Cooper's Hawk Winery & Restaurant 13671 Olympic Ct,, Fort Myers, FL

An exclusive private event for retirees & pre-retirees You are cordially invited to and educational event for area residents who are retired or nearing retirement. This informative and entertaining program […]

Cooper’s Hawk Winery & Restaurant Dinner Seminar

Cooper's Hawk Winery & Restaurant 13671 Olympic Ct,, Fort Myers, FL

An exclusive private event for retirees & pre-retirees You are cordially invited to and educational event for area residents who are retired or nearing retirement. This informative and entertaining program […]

The New Rules of Retirement Planning

Nova Southeastern University 10100 Deer Run Farms Rd., Fort Myers, FL

This is a two session class Tuesday, April 16th and Tuesday, April 23rd Learn how to: Evaluate the impact of the latest Tax law changes on your retirement Know if […]

Cooper’s Hawk Winery & Restaurant Dinner Seminar

Cooper's Hawk Winery & Restaurant 13671 Olympic Ct,, Fort Myers, FL

An exclusive private event for retirees & pre-retirees You are cordially invited to and educational event for area residents who are retired or nearing retirement. This informative and entertaining program […]

The New Rules of Retirement Planning

Nova Southeastern University 10100 Deer Run Farms Rd., Fort Myers, FL

This is an accelerated one day class!! Learn how to: Evaluate the impact of the latest Tax law changes on your retirement Know if you have enough money to retire […]

The New Rules of Retirement Planning

Suncoast Technical College- NP 4445 Career Lane, North Port, FL, United States

This is a two day Class. Thursday, May 2 and Thursday May 9 Learn how to: Evaluate the impact of the latest Tax law changes on your retirement. Know if […]

The New Rules of Retirement Planning

Suncoast Technical College- NP 4445 Career Lane, North Port, FL, United States

    This is an accelerated one day class!! Learn how to: Evaluate the impact of the latest Tax law changes on your retirement Know if you have enough money […]

Laishley Crab House Retirement Dinner Seminar

Laishley Crab House 150 Laishley Court, Punta Gorda, United States

An exclusive private event for retirees & pre-retirees You are cordially invited to and educational event for area residents who are retired or nearing retirement. This informative and entertaining program […]

Laishley Crab House Retirement Dinner Seminar

Laishley Crab House 150 Laishley Court, Punta Gorda, United States

An exclusive private event for retirees & pre-retirees You are cordially invited to and educational event for area residents who are retired or nearing retirement. This informative and entertaining program […]

Workshop: Retirement Tax Strategies for 2024

Suncoast Technical College- NP 4445 Career Lane, North Port, FL, United States

HOW TO POTENTIALLY REDUCE TAXES AND TAKE ADVANTAGE OF THE CURRENT MARKET ENVIRONMENT Market downturn, the election, tax changes, and much more: you might wonder what this all means for […]