Hosted by Securenet Financial, the series of events through our seminars and workshops are offered free to our community. Stay informed about today’s market and learn more about your retirement planning options by joining Steve at an upcoming event. We look forward to seeing you!

Financial Retirement Educational Workshop

Date: Wednesday, July 10th | Time: 10:30 AM to 12:30
Join us for a fun, no-pressure, educational discussion of critical questions affecting investing in retirement.  Topics to include:

  • 401K and IRA Roll Over and Investing.
  • Get a Fresh, Modern, Perspective, on Retirement Financial Planning and learn strategies to manage your investments for the future, Be In The Know!
  • How to achieve “Peace of Mind” about your retirement finances.
  • Annuities: Why the popularity, the good, the bad and how to tell the difference in a way you can understand!
  • Managing taxes, retirement Estate Planning, Stock Market Volatility

Belle Glade Country Club

446 Moyer Loop 
The Villages, FL 32163

Annuity Educational Workshop

Date: Thursday, June 20th | Time: 10:30 AM to 12:30
Join us for a fun, no-pressure, educational discussion of critical questions affecting
investing in retirement.  Topics to include:

Who Should Attend?

  • If you have an annuity that is greater than 3-years old and you’re not using it as an income source?
  • If you have interest in guaranteed lifetime income, no matter how long you live?
  • Do you have questions or are confused about an annuity?
  • Are you at the point in your life where you are looking to protect your retirement assets from market risks?
  • Are you curious how agents get paid?

Questions We Will Address:

  • What is an annuity and how does it work?
  • Why the popularity now?
  • What to look out for, the good, the bad, and the ugly!
  • Why are annuities so confusing?
  • How are taxes handled in an annuity?
  • Do all annuities have fees?

Belle Glade Country Club

446 Moyer Loop.
The Villages, FL 32163

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