Broker Check

(352) 326-4000

Seminars

Seminar Listings

Date Event Location Time
2/2/16 Retirement Planning Workshop Angelo’s Italian Restaurant 2:15pm
2/10/16 Retirement Planning Workshop VKI Japanese Steakhouse 2:15pm
2/25/16 Retirement Planning Workshop VKI Japanese Steakhouse 2:15pm
3/2/16 Retirement Planning Workshop VKI Japanese Steakhouse 2:15pm
3/8/16 Retirement Planning Workshop VKI Japanese Steakhouse 2:15pm
3/16/16 Retirement Planning Workshop VKI Japanese Steakhouse 2:15pm
4/5/16 Retirement Planning Workshop Angelo’s Italian Restaurant 2:15pm
4/7/16 Retirement Planning Workshop VKI Japanese Steakhouse 2:15pm
4/20/16 Retirement Planning Workshop VKI Japanese Steakhouse 2:15pm
Attorney Estate Planning
Date Event Location Time
2/18/16 Attorney Estate Planning Workshop Dunkin Donuts (in conference room) 2:00pm
3/23/16 Attorney Estate Planning Workshop Dunkin Donuts (in conference room) 2:00pm
4/13/16 Attorney Estate Planning Workshop Dunkin Donuts (in conference room) 2:00pm
IRA Tax Seminar
Date Event Location Time
2/16/16 IRA Tax Seminar Dunkin Donuts (in conference room) 2:00pm
3/10/16 IRA Tax Seminar Dunkin Donuts (in conference room) 2:00pm
4/1/16 IRA Tax Seminar Dunkin Donuts (in conference room) 2:00pm
Retirement Income Planning – Social Security & Tax
Date Event Location Time
4/26/16 Retirement Income Planning –
Social Security & Tax 		Dunkin Donuts (in conference room) 2:00pm