Educational Seminars
UNDERSTANDING DIFFERENT RETIREMENT STRATEGIES
&
ADDRESSING TAXES IN RETIREMENT
Join us for a Complimentary Gourmet Dinner with an Informational Seminar and Insurance Presentation
One way we help retirees prepare for retirement is to offer complimentary educational seminars throughout the community. At these events, you can enjoy a gourmet meal while you learn important options for your retirement. In addition, we offer online events to enjoy from the comfort of your home.
Fill out the form on our Contact Page if you would like to pre-register to attend one of our events. No products will be sold at the event, and there is no obligation to make a follow-up appointment.
Upcoming Seminars
Pre-Registration is Required for all events since they always fill up!
July 2026
- July 13, 2026 - Understanding Different Retirement Strategies at Chophouse 13, Jacksonville, FL
- July 14, 2026 - Understanding Different Retirement Strategies at Club Continental, Orange Park, FL
- July 14, 2026 - Tax Free Green Line Seminar at Maggiano's Little Italy, Jacksonville, FL
- July 15, 2026 - Tax Free Green Line Seminar at David's Restaurant, Fernandina Beach, FL
- July 20, 2026 - Understanding Different Retirement Strategies at David's Restaurant, Fernandina Beach, FL
- July 22, 2026 - Understanding Different Retirement Strategies at David's Restaurant, Fernandina Beach, FL
August 2026
- August 10, 2026 - Tax Free Green Line Seminar at Coastal Kitchen, St. Simons Island, GA
- August 11, 2026 - Tax Free Green Line Seminar at Coastal Kitchen, St. Simons Island, GA
- August 24, 2026 - Tax Free Green Line Seminar at David's Restaurant, Fernandina Beach, FL
- August 26, 2026 - Tax Free Green Line Seminar at David's Restaurant, Fernandina Beach, FL
September 2026
- September 22, 2026 - Tax Free Green Line Seminar at Club Continental, Orange Park, FL
- September 23, 2026 - Tax Free Green Line Seminar at Club Continental, Orange Park, FL
"The Educational Seminar was] very informative and presented in a simple, easy to understand format. The Summerlin Folk are fabulous to work with!" ~ Paul M.
Safe Strategies for Retirement
The financial markets often present challenging times to those trying to plan for their future. Uncertainties can make it difficult to feel good about retirement strategies. Limited availability of traditional retirement income sources, such as defined benefit pension plans, alongside increased costs of living, whether in the area of health care or simply because Americans are living longer, has placed a greater responsibility on Americans to save for their future.
We offer financial vehicles that provide the potential for accumulation, growth, and safety of principal during challenging times. We also offer financial vehicles that can help mitigate the effects of taxes on your retirement income. All of these are designed to help you feel confident about your retirement savings strategies.
Secure Your Retirement Future
Learn more at one of our upcoming dinner seminars or online webinar events. Contact us to reserve your live or virtual seat today.
Our Three Core Values
Safety First
Securing a stable retirement income is a major concern to many retirees. Protecting your savings as you move forward in life is a necessity. It is a priority we place before anything else.
Reasonable Rate of Return
Choosing the right strategy should also ensure that your retirement money grows at a reasonable annual rate so that it is not only protected from loss, but will maintain its value to you over time.
Keeping it Simple
We can help you plan for retirement. It doesn't have to be complicated. Enabling you to understand and be confident in your retirement strategy is the foundation of everything we do.
