Events
Upcoming Events
More events are on the way! Check back soon for more information.
Past Events
Estate Planning Webinar, Presented by Joseph Dellutri
September 21, 2022 4:00p - 5:00p Eastern Standard Time
Online - Webinar via Zoom
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.
Estate Planning Webinar, Presented by Michael Simon
September 21, 2022 1:00p - 2:00p Eastern Standard Time
Online - Webinar via Zoom
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.
Estate Planning Webinar, Presented by Jarrett Krienes
September 20, 2022 5:00p - 5:45p Eastern Standard Time
Online - Webinar via Zoom
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.
Estate Planning Webinar, Presented by Tony Kowalski
September 20, 2022 12:00p - 1:00p Eastern Standard Time
Online - Webinar via Zoom
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.
Retirement Income Planning Workshop Presented by: Tony Kowalski
March 23, 2022 5:00p - 6:00p Eastern Standard Time

Online via Zoom
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.
Retirement Income Planning Workshop Presented By: Jarrett Krienes
March 23, 2022 12:00p - 1:00p Eastern Standard Time

Online via Zoom
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.
Retirement Income Planning Workshop Presented by: Michael Simon
March 22, 2022 5:00p - 6:00p Eastern Standard Time

Online via Zoom
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.
Retirement Income Planning Workshop Presented by: Joseph Dellutri
March 22, 2022 12:00p - 1:00p Eastern Standard Time

Online via Zoom
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.
Estate Planning Webinar, Presented by Michael Simon
February 24, 2022 5:00p - 6:00p Eastern Standard Time
Online - Webinar via Zoom
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.
Estate Planning Webinar, Presented by Jarrett Krienes
February 23, 2022 5:00p - 6:00p Eastern Standard Time
Online - Webinar via Zoom
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.
Estate Planning Webinar, Presented by Tony Kowalski
February 22, 2022 5:00p - 6:00p Eastern Standard Time
Online - Webinar via Zoom
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.
Estate Planning Webinar, Presented by Joseph Dellutri
February 22, 2022 12:00p - 1:00p Eastern Standard Time
Online - Webinar via Zoom
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.
Social Security Webinar *Laura Mataitis*
January 19, 2022 5:00p - 6:00p Eastern Standard Time

Online - 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
Social Security Webinar *Tony Kowalski*
January 18, 2022 5:00p - 6:00p Eastern Standard Time

Online - 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
Social Security Webinar *Joe Dellutri*
January 18, 2022 12:00p - 1:00p Eastern Standard Time

Online - 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
Estate Planning Webinar, Presented by Tony Kowalski
October 27, 2021 5:00p - 6:00p Eastern Standard Time
Online - 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.
Estate Planning Webinar, Presented by Joseph Dellutri
October 26, 2021 5:00p - 6:00p Eastern Standard Time
Online - 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.
Estate Planning Webinar, Presented by Laura Mataitis
October 26, 2021 12:00p - 1:00p Eastern Standard Time
Online - 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.
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
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
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
Long Term Care LIVE Webinar -- Speaker: Laura Mataitis
August 19, 2021 12:00p - 12:30p Eastern Standard Time

Long Term Care LIVE Webinar
Please join us for a LIVE zoom meeting.
Long Term Care LIVE Webinar - - Speaker: Tony Kowalski
August 18, 2021 5:00p - 5:30p Eastern Standard Time

Long Term Care LIVE Webinar
Please sign up for a LIVE zoom meeting.
Long Term Care LIVE Webinar -- Speaker: Joseph Dellutri
August 17, 2021 5:00p - 5:30p Eastern Standard Time

Long Term Care LIVE Webinar
Please join us for a LIVE zoom meeting.
Retirement Income Planning Workshop
July 28, 2021 12:00p - 1:00p Eastern Standard Time

Online via Zoom
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.
Estate Planning Webinar, Presented by Joseph Dellutri
June 24, 2021 5:30p - 6:30p Eastern Standard Time
Online - 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.
Estate Planning Webinar, Presented by Laura Mataitis
June 23, 2021 12:00p - 1:00p Eastern Standard Time
Online - 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.
Estate Planning Webinar, Presented by Tony Kowalski
June 22, 2021 12:00p - 1:00p Eastern Standard Time
Online - 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.
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
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
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
Long Term Care LIVE Webinar -- Speaker: Joseph Dellutri (copy)
April 20, 2021 5:00p - 5:45p Eastern Standard Time

Long Term Care LIVE Webinar
Please join us for a LIVE zoom meeting.
Long Term Care LIVE Webinar - - Speaker: Tony Kowalski
April 20, 2021 12:30p - 1:00p Eastern Standard Time

Long Term Care LIVE Webinar
Please sign up for a LIVE zoom meeting.
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.
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.
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
Long Term Care LIVE Webinar
May 21, 2020 12:00p - 1:00p Eastern Standard Time

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.
Social Security Seminar - Palm Harbor
February 25, 2020 6:30p - 7:30p Eastern Standard Time

GTE Financial - 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
Social Security Workshop - South Tampa Kennedy
February 20, 2020 6:30p - 7:30p Eastern Standard Time

GTE Financial - South Tampa
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.
Social Security Workshop - Plant City
February 19, 2020 6:30p - 7:30p Eastern Standard Time

GTE Financial Community Financial Center
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.
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.
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.
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.