When it comes to your financial future, knowledge is the critical first step.
We strive to help you make informed financial decisions about the days ahead.
Our client workshops, appreciation events, speaking engagements and presentations provide an opportunity for you to receive additional financial information. We offer informational seminars and guest speakers, as well as educational handouts, reference materials and product literature.
We invite all clients, referrals and visitors to attend our events. Please take the opportunity at these events to request a private consultation scheduled at your convenience.
Total Well Being
When: May 2nd, 2017 at 6:30 p.m. at Hospital for Women, or
May 3rd & 4th at 6:30 p.m. at Mitchell's Winter Park
Panel of Experts
When: May 9th & 11th at 6:30 p.m. at Maggiano’s
Lunch & Learn – Comfort Keepers Senior Care
When: May 18th at 11:00 a.m. at Jacksonville Office
Lunch & Learn – End of Life Planning
When: May 23rd at 11:00 a.m. at Solomon Calhoun Community Center
To register for one of the events listed above, please call 904-824-5656 to find out how to qualify.