Give us a call today 352-448-8220

Educational Seminars

"A great way to meet the group in a no-stress environment."

Our next events are scheduled


August 22nd

11:30 am


August 27th

6:00 pm


August 29th

11:30 am

Give our reservation line a call  - (352) 448-8220

Seating is LIMITED • Reserve your spot today!

Our events are scheduled to keep you informed on trends and financial changes to help you understand the impact these will have on your retirement. We provide insight for those members of our community who are concerned with their personal finances.

This is NOT an Annuity - This is an Annuity Killer

Keys to a Happy Retirement are:

• Success - 8% - 10% annual ROI

• Happiness - Protection of Principal

• Freedom - Annual Liquidity

Disclaimer: All investments are subject to risk. The information provided on this page is not, and should not be regarded as, investment advice or as a recommendation that investments described here are suitable for your investment needs. This information is provided with the understanding that, with respect to the material provided herein, you will make your own independent decision as to whether an investment is appropriate or proper based on your own judgment, and that you are capable of understanding and assessing the risks involved with investing. The information provided on this website is not an offer to buy or sell any securities. Offers are made only by written offering materials delivered to persons who qualify as accredited investors.