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 is Complimentary. There is no obligation and nothing will be sold a this event. Enjoy a complimentary dinner, served immediately after the presentation. The presenters […]

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 hamburger while getting a drink to enjoy the game.  RSVP soon, there are limited spaces available!    

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 is Complimentary. There is no obligation and nothing will be sold a this event. Enjoy a complimentary dinner, served immediately after the presentation. The presenters […]

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 […]