Description
Description
Are your retirement ducks in a row? Join me for a presentation on the lifestyle cycle that comes after your working years. Whether you're looking to start saving or nearing retirement, this session is designed to help you get ready for your next chapter!
I will discuss:
- The Who, What, When, Why, Where of Retirement
- Social Security
- Medicare
- Retirement Income
- Estate Planning
- Wealth Transfer
This will held be in-person and virtually over several dates and at a GTE Financial Community Center near you!
Date and Time
Thu, Jul 23, 2026
5:00p - 6:00p EST
Location
GTE Financial Lakewood Ranch and Virtually via Zoom
Michelle Tolmoff, MBA
Wealth Advisor
711 E Henderson Ave | Tampa, FL 33602
O: 813.414.6152 | *C: 813.652.0700 | Fax: 813.414.8635
*Please note that you will have to opt into the Cetera text messaging service and all messages will be monitored
Click here to schedule a meeting with me:
Securities and insurance products are offered through Cetera Investment Services LLC (doing insurance business in CA as CFG STC Insurance Agency LLC), member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Neither firm is affiliated with the financial institution where investment services are offered.
Investments are: *Not FDIC/NCUSIF insured *May lose value *Not financial institution guaranteed *Not a deposit *Not insured by any federal government agency.
711 E Henderson Ave, Tampa, FL, 33602 (888) 972-5257