1.5 hours
The Capital Grille
Free Tickets Available
Wed, 07 May, 2025 at 06:00 pm to 07:30 pm (GMT-04:00)
The Capital Grille
180 University Town Center Drive, Sarasota, United States
Welcome to our workshop focusing on modern retirement strategies! In this class, we'll delve into the evolution of retirement approaches, contrasting past paradigms with today's dynamic strategies. Discover insights on asset distribution in retirement, learn how to avoid common mistakes, and gain valuable knowledge to enhance your financial security. Join us for practical tips that can make a meaningful difference in your retirement planning journey.
RETIREMENT INCOME PLANNING
MAXIMIZING SOCIAL SECURITY
RETIREMENT DISTRIBUTION PITFALLS
WHY LOSSES DURING RETIREMENT MATTER
MEDICARE PLANNING
Is there a cost to attend? No, there is no cost to attend.
Do I need to bring anything? No, you will be provided with pen and paper to take notes.
Will any investments or investment products be discussed? No, there will not be any discussion of any investments whatsoever.
Will I be pitched or sold anything? No. Our classes are strictly educational. The most common feedback we receive is how nice it is to attend a truly educational workshop with no pressure.
Is this sponsored by the Social Security administration? Jay Dorso is not affiliated with the Social Security administration or any other government agency.
Please note that this workshop is intended exclusively for potential clients seeking financial guidance, and it is not designed for financial advisors or industry professionals.
Also check out other Workshops in Sarasota, Business events in Sarasota, Nonprofit events in Sarasota.
Tickets for Retirement Master Class & Lunch in Sarasota, FL can be booked here.
Ticket type | Ticket price |
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General Admission | Free |
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