Whether it’s keeping up with trends, the DROP program, or discussing some other topic, our firm is dedicated to providing sound information to our clients. If any of the events below look interesting, please give us a call at 800-377-4027 as seating is limited. We’ll be happy to add you to our guest list.
- The Nexus Wellington
8461 Lake Worth Road
Lake Worth, FL 33467
- Tuesday, November 12th - 6:00 pm
- Thursday, November 14th - 6:00 pm
More events are on the way! Check back soon for more information.
Our new “Bridge 2 Friends” program has been created as a way to say ”thank you” to our clients who introduce us to a friend, colleague, or family member. There are only two things we request regarding the type of people you introduce us to. One is that they be either retired or getting ready to retire. Two is we want to meet people who are, without exception, as nice as you are. The personal introduction can be made in person, by conference call, or someone that attends one of our seminars.