Christmas Client Appreciation Event
You are invited to raise a glass of Holiday Cheer!. Join us for our client appreciation Christmas night full of delicious hors d'oeuvres, buffet meal selection and sweet confection! We are looking forward to seeing you there! Please contact Sully if you would like to attend to this event 941-888-0864. […]
The Changing World of Retirement Planning
Suncoast Technical College- NP 4445 Career Lane, North Port, FL, United StatesThe rules for a retiring generation of baby boomers has changed. Learn how those changes affect you as you strive for a prosperous retirement. This is a 2 night course on January 26, 2023 and February 2, 2023 Registration required. Call (941) 888-0864.
The Changing World of Retirement Planning
Suncoast Technical College- NP 4445 Career Lane, North Port, FL, United StatesThe rules for a retiring generation of baby boomers has changed. Learn how those changes affect you as you strive for a prosperous retirement. This is a 2 night course on January 31, 2023 and February 7, 2023 Registration required. Call (941) 888-0864.
The Changing World of Retirement Planning
Suncoast Technical College- NP 4445 Career Lane, North Port, FL, United StatesThe rules for a retiring generation of baby boomers has changed. Learn how those changes affect you as you strive for a prosperous retirement. Registration required. Call (941) 888-0864.
You’re Invited to our Client appreciation Sunset Cruice
King Fisher Fleet 1200 W Retta Esplanade #16a, Punta Gorda, United StatesIdeal Retirement Solutions is inviting you to an exclusive Sunset Cruise! We will be celebrating our clients with a complimentary night out on the water with live music, drinks and hors d'oeuvre's. Please contact Sully at 941-888-0864 or via email sully.idealretirementsolutions.com to get you registered
Half Time Report
The Wyvern Hotel Punta Gorda 101 E Retta Esplanade, Punta Gorda, FLJoin us as we discuss crucial topics affecting investors in the second half of 2023, including: How to preserve and grow wealth Top 5 questions on investors' minds Grappling with inflation Economic expansion and recession SEATING IS LIMITED. PLEASE RSVP BY August 11th Email: Sully@IdealRetirementSolutions.com or Call: (941) 888-0864 We Look Forward To Seeing You There! - Corey Cyr […]
The Changing World of Retirement Planning
FSW College in Fort Myers 8099 College Pkwy, Fort Myers, FL, United StatesThis is a two day Class. Thursday, September 7th and Thursday, September 14th Learn how to: Evaluate the impact of the latest Tax law changes on your retirement. Know if you have enough money to retire Develop Strategies to maximize your Social Security income Avoid the three pitfalls of retirement distribution Understand if your portfolio […]
Client’s Bowling Event
Treasure Lanes 1059 Tamiami Trail, Port CharlotteStrike up some fun!! It’s time for our annual bowling event and it’s going to be a great time! You may bring two guests. Call to register in advance!! Sully 941-888-0864 or via email sully@idealretirementsolutions.com
F.M. Don’s Retirement Dinner Seminar
F.M. Don's Restaurant 201 W Marion Ave, Punta Gorda, United StatesAn 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 […]
F.M. Don’s Retirement Dinner Seminar
F.M. Don's Restaurant 201 W Marion Ave, Punta Gorda, United StatesAn 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. […]