Our client workshops, appreciation events, speaking engagements and presentations provide an opportunity for you to receive additional financial education at no cost. 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.

Upcoming Workshops
 

Date:		Restaurant:	Time:	City:
March 6th		Lunch                 Carrabba's	11:00 A.M.	Winter Haven
March 6th		Dinner                 Yianni's	6:00 P.M.	Sebring
March 8th		Lunch                 Carrabba's	11:00 A.M.	Winter Haven
March 8th		Dinner                 Yianni's	6:00  P.M.	Sebring

Workshop Registration
Once we receive your form we will call to confirm your reservation.