Get in touch

855-809-2894

463155 FL-200, Suite 7

Yulee, FL 32097

Educational Seminars

UNDERSTANDING DIFFERENT RETIREMENT STRATEGIES

&

ADDRESSING TAXES IN RETIREMENT

Join us for a Complimentary Gourmet Dinner with an Informational Seminar and Insurance Presentation

Retirees enjoying a gourmet dinner together while they learn about Retirement Benefits

One way we help retirees prepare for retirement is to offer complimentary educational seminars throughout the community. At these events, you can enjoy a gourmet meal while you learn important options for your retirement. In addition, we offer online events to enjoy from the comfort of your home.

Fill out the form on our Contact Page if you would like to attend one of our events. Note: No products will be sold at the event, and there is no obligation to make a follow-up appointment.

[The Educational Seminar was] very informative and presented in a simple, easy to understand format. The Summerlin Folk are fabulous to work with! ~ Paul M.

Safe Strategies for Retirement

The financial markets often present challenging times to those trying to plan for their future. Uncertainties can make it difficult to feel good about retirement strategies. Limited availability of traditional retirement income sources, such as defined benefit pension plans, alongside increased costs of living, whether in the area of health care or simply because Americans are living longer, has placed a greater responsibility on Americans to save for their future.

We offer financial vehicles that provide the potential for accumulation, growth, and safety of principal during challenging times. We also offer financial vehicles that can help mitigate the effects of taxes on your retirement income. All of these are designed to help you feel confident about your retirement savings strategies.

5 Seniors together after a fitness class in the park

Secure Your Retirement Future

Learn more at one of our upcoming dinner seminars or online webinar events. Contact us to reserve your live or virtual seat today.

Our Three Core Values

Safety First

Securing a stable retirement income is a major concern to many retirees. Protecting your savings as you move forward in life is a necessity. It is a priority we place before anything else.

Reasonable Rate of Return

Choosing the right strategy should also ensure that your retirement money grows at a reasonable annual rate so that it is not only protected from loss, but will maintain its value to you over time.

Keeping it Simple

We can help you plan for retirement. It doesn't have to be complicated. Enabling you to understand and be confident in your retirement strategy is the foundation of everything we do.