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Events

Upcoming Events

More events are on the way! Check back soon for more information.

Past Events

September 21, 2022

4:00p - 5:00p

Online - Webinar via Zoom

Estate Planning Webinar, Presented by Joseph Dellutri

An estate plan is a map of how you want your personal and financial affairs to be handled in the future. An effective estate plan can help ensure that your family's financial needs will be taken care of, and that your personal wishes will be carried out in the manner you intended. It's a critical part of your overall financial plan.

September 21, 2022

1:00p - 2:00p

Online - Webinar via Zoom

Estate Planning Webinar, Presented by Michael Simon

An estate plan is a map of how you want your personal and financial affairs to be handled in the future. An effective estate plan can help ensure that your family's financial needs will be taken care of, and that your personal wishes will be carried out in the manner you intended. It's a critical part of your overall financial plan.

September 20, 2022

5:00p - 5:45p

Online - Webinar via Zoom

Estate Planning Webinar, Presented by Jarrett Krienes

An estate plan is a map of how you want your personal and financial affairs to be handled in the future. An effective estate plan can help ensure that your family's financial needs will be taken care of, and that your personal wishes will be carried out in the manner you intended. It's a critical part of your overall financial plan.

September 20, 2022

12:00p - 1:00p

Online - Webinar via Zoom

Estate Planning Webinar, Presented by Tony Kowalski

An estate plan is a map of how you want your personal and financial affairs to be handled in the future. An effective estate plan can help ensure that your family's financial needs will be taken care of, and that your personal wishes will be carried out in the manner you intended. It's a critical part of your overall financial plan.

March 23, 2022

5:00p - 6:00p

Online via Zoom

Retirement Income Planning Workshop Presented by: Tony Kowalski

Will You Have Enough to Retire Comfortably? Retirement Income Planning is the process of understanding how much income you'll need during your retirement years to support the retirement lifestyle you want, and positioning your assets to provide that income. While there's no such thing as a "one size fits all" plan, there are steps you can take to maximize the possibility of a financially secure retirement.

March 23, 2022

12:00p - 1:00p

Online via Zoom

Retirement Income Planning Workshop Presented By: Jarrett Krienes

Will You Have Enough to Retire Comfortably? Retirement Income Planning is the process of understanding how much income you'll need during your retirement years to support the retirement lifestyle you want, and positioning your assets to provide that income. While there's no such thing as a "one size fits all" plan, there are steps you can take to maximize the possibility of a financially secure retirement.

March 22, 2022

5:00p - 6:00p

Online via Zoom

Retirement Income Planning Workshop Presented by: Michael Simon

Will You Have Enough to Retire Comfortably? Retirement Income Planning is the process of understanding how much income you'll need during your retirement years to support the retirement lifestyle you want, and positioning your assets to provide that income. While there's no such thing as a "one size fits all" plan, there are steps you can take to maximize the possibility of a financially secure retirement.

March 22, 2022

12:00p - 1:00p

Online via Zoom

Retirement Income Planning Workshop Presented by: Joseph Dellutri

Will You Have Enough to Retire Comfortably? Retirement Income Planning is the process of understanding how much income you'll need during your retirement years to support the retirement lifestyle you want, and positioning your assets to provide that income. While there's no such thing as a "one size fits all" plan, there are steps you can take to maximize the possibility of a financially secure retirement.

February 24, 2022

5:00p - 6:00p

Online - Webinar via Zoom

Estate Planning Webinar, Presented by Michael Simon

An estate plan is a map of how you want your personal and financial affairs to be handled in the future. An effective estate plan can help ensure that your family's financial needs will be taken care of, and that your personal wishes will be carried out in the manner you intended. It's a critical part of your overall financial plan.

February 23, 2022

5:00p - 6:00p

Online - Webinar via Zoom

Estate Planning Webinar, Presented by Jarrett Krienes

An estate plan is a map of how you want your personal and financial affairs to be handled in the future. An effective estate plan can help ensure that your family's financial needs will be taken care of, and that your personal wishes will be carried out in the manner you intended. It's a critical part of your overall financial plan.

February 22, 2022

5:00p - 6:00p

Online - Webinar via Zoom

Estate Planning Webinar, Presented by Tony Kowalski

An estate plan is a map of how you want your personal and financial affairs to be handled in the future. An effective estate plan can help ensure that your family's financial needs will be taken care of, and that your personal wishes will be carried out in the manner you intended. It's a critical part of your overall financial plan.

February 22, 2022

12:00p - 1:00p

Online - Webinar via Zoom

Estate Planning Webinar, Presented by Joseph Dellutri

An estate plan is a map of how you want your personal and financial affairs to be handled in the future. An effective estate plan can help ensure that your family's financial needs will be taken care of, and that your personal wishes will be carried out in the manner you intended. It's a critical part of your overall financial plan.

January 19, 2022

5:00p - 6:00p

Online - webinar

Social Security Webinar *Laura Mataitis*

When Should You Begin Receiving Your Social Security Retirement Benefits? Come Learn the Facts! As you near retirement, one of the biggest financial decisions you'll need to make is when you should begin receiving your Social Security benefits. With pensions disappearing, Social Security remains the major source of guaranteed lifetime retirement income for most Americans. So, it's important to take the time to explore your options and make an informed, well reasoned decision

January 18, 2022

5:00p - 6:00p

Online - webinar

Social Security Webinar *Tony Kowalski*

When Should You Begin Receiving Your Social Security Retirement Benefits? Come Learn the Facts! As you near retirement, one of the biggest financial decisions you'll need to make is when you should begin receiving your Social Security benefits. With pensions disappearing, Social Security remains the major source of guaranteed lifetime retirement income for most Americans. So, it's important to take the time to explore your options and make an informed, well reasoned decision

January 18, 2022

12:00p - 1:00p

Online - webinar

Social Security Webinar *Joe Dellutri*

When Should You Begin Receiving Your Social Security Retirement Benefits? Come Learn the Facts! As you near retirement, one of the biggest financial decisions you'll need to make is when you should begin receiving your Social Security benefits. With pensions disappearing, Social Security remains the major source of guaranteed lifetime retirement income for most Americans. So, it's important to take the time to explore your options and make an informed, well reasoned decision

October 27, 2021

5:00p - 6:00p

Online - Webinar

Estate Planning Webinar, Presented by Tony Kowalski

An estate plan is a map of how you want your personal and financial affairs to be handled in the future. An effective estate plan can help ensure that your family's financial needs will be taken care of, and that your personal wishes will be carried out in the manner you intended. It's a critical part of your overall financial plan.

October 26, 2021

5:00p - 6:00p

Online - Webinar

Estate Planning Webinar, Presented by Joseph Dellutri

An estate plan is a map of how you want your personal and financial affairs to be handled in the future. An effective estate plan can help ensure that your family's financial needs will be taken care of, and that your personal wishes will be carried out in the manner you intended. It's a critical part of your overall financial plan.

October 26, 2021

12:00p - 1:00p

Online - Webinar

Estate Planning Webinar, Presented by Laura Mataitis

An estate plan is a map of how you want your personal and financial affairs to be handled in the future. An effective estate plan can help ensure that your family's financial needs will be taken care of, and that your personal wishes will be carried out in the manner you intended. It's a critical part of your overall financial plan.

September 22, 2021

5:00p - 6:00p

Online - webinar

Social Security Webinar

When Should You Begin Receiving Your Social Security Retirement Benefits? Come Learn the Facts! As you near retirement, one of the biggest financial decisions you'll need to make is when you should begin receiving your Social Security benefits. With pensions disappearing, Social Security remains the major source of guaranteed lifetime retirement income for most Americans. So, it's important to take the time to explore your options and make an informed, well reasoned decision

September 21, 2021

5:00p - 6:00p

Online - webinar

Social Security Webinar

When Should You Begin Receiving Your Social Security Retirement Benefits? Come Learn the Facts! As you near retirement, one of the biggest financial decisions you'll need to make is when you should begin receiving your Social Security benefits. With pensions disappearing, Social Security remains the major source of guaranteed lifetime retirement income for most Americans. So, it's important to take the time to explore your options and make an informed, well reasoned decision

September 21, 2021

12:00p - 1:00p

Online - webinar

Social Security Webinar

When Should You Begin Receiving Your Social Security Retirement Benefits? Come Learn the Facts! As you near retirement, one of the biggest financial decisions you'll need to make is when you should begin receiving your Social Security benefits. With pensions disappearing, Social Security remains the major source of guaranteed lifetime retirement income for most Americans. So, it's important to take the time to explore your options and make an informed, well reasoned decision

August 19, 2021

12:00p - 12:30p

Long Term Care LIVE Webinar

Long Term Care LIVE Webinar -- Speaker: Laura Mataitis

Please join us for a LIVE zoom meeting.

August 18, 2021

5:00p - 5:30p

Long Term Care LIVE Webinar

Long Term Care LIVE Webinar - - Speaker: Tony Kowalski

Please sign up for a LIVE zoom meeting.

August 17, 2021

5:00p - 5:30p

Long Term Care LIVE Webinar

Long Term Care LIVE Webinar -- Speaker: Joseph Dellutri

Please join us for a LIVE zoom meeting.

July 28, 2021

12:00p - 1:00p

Online via Zoom

Retirement Income Planning Workshop

Will You Have Enough to Retire Comfortably? Come Learn the Facts! Retirement Income Planning is the process of understanding how much income you'll need during your retirement years to support the retirement lifestyle you want, and positioning your assets to provide that income. While there's no such thing as a "one size fits all" plan, there are steps you can take to maximize the possibility of a financially secure retirement.

June 24, 2021

5:30p - 6:30p

Online - Webinar

Estate Planning Webinar, Presented by Joseph Dellutri

An estate plan is a map of how you want your personal and financial affairs to be handled in the future. An effective estate plan can help ensure that your family's financial needs will be taken care of, and that your personal wishes will be carried out in the manner you intended. It's a critical part of your overall financial plan.

June 23, 2021

12:00p - 1:00p

Online - Webinar

Estate Planning Webinar, Presented by Laura Mataitis

An estate plan is a map of how you want your personal and financial affairs to be handled in the future. An effective estate plan can help ensure that your family's financial needs will be taken care of, and that your personal wishes will be carried out in the manner you intended. It's a critical part of your overall financial plan.

June 22, 2021

12:00p - 1:00p

Online - Webinar

Estate Planning Webinar, Presented by Tony Kowalski

An estate plan is a map of how you want your personal and financial affairs to be handled in the future. An effective estate plan can help ensure that your family's financial needs will be taken care of, and that your personal wishes will be carried out in the manner you intended. It's a critical part of your overall financial plan.

May 26, 2021

12:00p - 1:00p

Online - webinar

Social Security Webinar

When Should You Begin Receiving Your Social Security Retirement Benefits? Come Learn the Facts! As you near retirement, one of the biggest financial decisions you'll need to make is when you should begin receiving your Social Security benefits. With pensions disappearing, Social Security remains the major source of guaranteed lifetime retirement income for most Americans. So, it's important to take the time to explore your options and make an informed, well reasoned decision

May 25, 2021

5:00p - 6:00p

Online - webinar

Social Security Webinar

When Should You Begin Receiving Your Social Security Retirement Benefits? Come Learn the Facts! As you near retirement, one of the biggest financial decisions you'll need to make is when you should begin receiving your Social Security benefits. With pensions disappearing, Social Security remains the major source of guaranteed lifetime retirement income for most Americans. So, it's important to take the time to explore your options and make an informed, well reasoned decision

May 19, 2021

5:00p - 6:00p

Online - webinar

Social Security Webinar

When Should You Begin Receiving Your Social Security Retirement Benefits? Come Learn the Facts! As you near retirement, one of the biggest financial decisions you'll need to make is when you should begin receiving your Social Security benefits. With pensions disappearing, Social Security remains the major source of guaranteed lifetime retirement income for most Americans. So, it's important to take the time to explore your options and make an informed, well reasoned decision

April 20, 2021

5:00p - 5:45p

Long Term Care LIVE Webinar

Long Term Care LIVE Webinar -- Speaker: Joseph Dellutri (copy)

Please join us for a LIVE zoom meeting.

April 20, 2021

12:30p - 1:00p

Long Term Care LIVE Webinar

Long Term Care LIVE Webinar - - Speaker: Tony Kowalski

Please sign up for a LIVE zoom meeting.

March 25, 2021

12:00p - 1:00p

Online - Webinar

Estate Planning Webinar

An estate plan is a map of how you want your personal and financial affairs to be handled in the future. An effective estate plan can help ensure that your family's financial needs will be taken care of, and that your personal wishes will be carried out in the manner you intended. It's a critical part of your overall financial plan.

March 24, 2021

12:00p - 1:00p

Online - Webinar

Estate Planning Webinar

An estate plan is a map of how you want your personal and financial affairs to be handled in the future. An effective estate plan can help ensure that your family's financial needs will be taken care of, and that your personal wishes will be carried out in the manner you intended. It's a critical part of your overall financial plan.

February 24, 2021

12:00p - 1:00p

Online - webinar

Social Security Webinar

When Should You Begin Receiving Your Social Security Retirement Benefits? Come Learn the Facts! As you near retirement, one of the biggest financial decisions you'll need to make is when you should begin receiving your Social Security benefits. With pensions disappearing, Social Security remains the major source of guaranteed lifetime retirement income for most Americans. So, it's important to take the time to explore your options and make an informed, well reasoned decision

May 21, 2020

12:00p - 1:00p

Long Term Care LIVE Webinar

Long Term Care LIVE Webinar

Please sign up for a LIVE zoom meeting. Once you sign up, you will receive a separate email with the zoom information to join.

February 25, 2020

6:30p - 7:30p

GTE Financial - Palm Harbor

Social Security Seminar - Palm Harbor

When Should You Begin Receiving Your Social Security Retirement Benefits? Come Learn the Facts! As you near retirement, one of the biggest financial decisions you'll need to make is when you should begin receiving your Social Security benefits. With pensions disappearing, Social Security remains the major source of guaranteed lifetime retirement income for most Americans. So, it's important to take the time to explore your options and make an informed, well reasoned decision

February 20, 2020

6:30p - 7:30p

GTE Financial - South Tampa

Social Security Workshop - South Tampa Kennedy

We've all heard that "Knowledge is Power." Being well-informed on key issues such as Social Security planning could prove to be the foundation of sound decision making in retirement.

February 19, 2020

6:30p - 7:30p

GTE Financial Community Financial Center

Social Security Workshop - Plant City

When Should You Begin Receiving Your Social Security Retirement Benefits? Come Learn the Facts! As you near retirement, one of the biggest financial decisions you'll need to make is when you should begin receiving your Social Security benefits. With pensions disappearing, Social Security remains the major source of guaranteed lifetime retirement income for most Americans. So, it's important to take the time to explore your options and make an informed, well reasoned decision.

January 28, 2020

6:30p - 7:30p

GTE Financial

Estate Planning - St. Pete

An estate plan is a map of how you want your personal and financial affairs to be handled in the future. An effective estate plan can help ensure that your family's financial needs will be taken care of, and that your personal wishes will be carried out in the manner you intended. It's a critical part of your overall financial plan.

January 23, 2020

6:30p - 7:30p

GTE Financial

Estate Planning - Carrollwood

An estate plan is a map of how you want your personal and financial affairs to be handled in the future. An effective estate plan can help ensure that your family's financial needs will be taken care of, and that your personal wishes will be carried out in the manner you intended. It's a critical part of your overall financial plan.

January 22, 2020

6:30p - 7:30p

GTE Financial

Estate Planning - Brandon

An estate plan is a map of how you want your personal and financial affairs to be handled in the future. An effective estate plan can help ensure that your family's financial needs will be taken care of, and that your personal wishes will be carried out in the manner you intended. It's a critical part of your overall financial plan.

Event Registration