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.