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Financial Retirement Educational Workshop

Belle Glade Country Club
446 Moyer Loop, The Villages, FL 32163

Wednesday, July 10th

10:30 am to 12:30 pm
Lunch will be served

Act NOW to secure your spot!

Attendance is limited and this event
tends to fill up fast.

Join us for a fun, no-pressure, educational discussion of critical questions affecting investing in retirement. Topics to include:

Steve, a Wake Forest MBA Graduate and is not just your average financial professional. Steve has passed the FINRA Series 65 exam and is an Investment Adviser Representative, along with being a licensed Insurance and Annuity Agent. Steve has more than 30 years of global business experience that includes senior leadership positions in large public corporations, business start-ups, acquisitions, and a well-rounded set of investment skills and abilities.

Steve is the founder and owner of Securenet Financial, LLC., Pilot Financial Services, LLC. and Securenet Tax, LLC. Steve’s diverse background and extensive business and investment acumen uniquely position him to offer comprehensive and targeted retirement financial planning solutions. Particularly in The Villages, FL area, which he proudly calls home, Steve personally assists clients navigating the transition into retirement. His clients find solace in knowing that he truly understands their needs and aspirations. His client feels comforted knowing he is one of them.

Speaker

Steve Schneider

Chief Executive Officer

Securenet Financial, LLC.

“At Securenet Financial we focus on holistic, retirement financial planning and helping to provide clients with a “Peace of Mind” in retirement.” Steve’s unwavering dedication to helping others and his steadfast commitment to putting clients first have forged long-term, mutually beneficial relationships. He’s driven by a genuine passion to find the best financial solutions tailored to each client’s unique circumstances, with the ultimate goal of fostering trust and building lasting connections.

When Steve isn’t immersed in the world of finance, you can find him enjoying life with his wife, Mary, in The Villages. They’ve called this vibrant community home for over a decade. They have raised three wonderful children and cherish the presence of their grandchild. Steve’s interests extend beyond the realm of finance. He’s an active commercially rated pilot, a licensed aircraft mechanic, and a lover of travel, golf, and a wide range of sports. It’s no surprise that you might spot him engaging in various activities outside the office, forging connections with his clients in a whole new way.

Lisa launched her “second career” as the Vice President of Securenet Financial LLC in 2022 because she saw a need for quality Financial guidance in her hometown of TheVillages, FL. She believes her strengths of compassion, honesty, and integrity are the most important values an investment professional can possess.

Lisa gained her expertise working alongside top insurance and investment companies, employee benefits consultants, wealth management firms, and RIAs. Lisa hails from MIT Sloan School of Management and held her Series 65, and Florida Life and Annuities License.

Partnering her 25 years of experience with her current role, she is focusing this career move on taking care of the people who need help with their finances. A problem solver by nature, Lisa is steadfast, detail-oriented, and honest,

Lisa

traits that lend well to her passion for putting clients first and helping them reach their financial peace of mind. Lisa and her significant other are surrounded by four children and a Maltipoo pup named Gazebo. She is a “foodie” and loves travel, recounting her favourite trip to the small beachside city of Sarande, Albania, which sits on the Ionian Sea.

DISCLOSURE: Securenet Financial, LLC. is an FL licensed Insurance Agency firm that utilizes insurance and annuity products for financial planning.  No investment advisory services are offered by Securenet Financial, LLC. This presentation is for educational purposes only and does not represent investment, legal, regulatory, or tax advice.  The recipient of this information must seek appropriate professional advice regarding any of the matters discussed in light of the recipient’s particular situation.

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