Empowering Women In Retirement

Empowering women to dream big about retirement and do what it takes to get there

Information to Help Make Informed Decisions for Your Future

Register By Phone

Phone: 800-210-4528

Seating is limited. Advance registration required

Positano’s Ristorante Italiano

3309 Tampa Road, Palm Harbor, FL 34684

March 29th at 6:PM

Please Register Below

Please do not hesitate to contact our local office at 888-508-5935 with question or concerns, Dan

Map & Directions

WORKSHOP OVERVIEW

Now is the time to find your Dream/Do Balance

Two important components to any retirement are: the dreams you have for what it will entail and the work you must do to bring those dreams to life.
While those two components exist for everyone, women may face unique challenges when on their journey to retirement.
Attending the Dream/Do seminar can help you take ownership of your journey and be better equipped to prepare for it.

WHAT TOPICS WILL BE COVERED?

We’ll provide exercises to help walk through how you can identify and outline achievable dreams for your retirement.

  • How to pick an appropriate financial advisor?
  • Discuss the particular burdens that many women face during retirement.
  • Explore risk tolerance and how to manage investment risks.
  • We’ll explore some of the steps you can take toward doing what you may need to do to realize those retirement dreams.

    Everyone’s journey to retirement is unique. Dream/Do is about working with you to help you balance the dreams you have for retirement and what you may need to do to get there.


    Focused on Retirement Planning

    OUR GOAL: We strive to be the primary source of financial guidance for people approaching retirement or already in retirement. We want to reduce the stress level of our clients by developing accurate customized retirement plans which eliminate the anxiety surrounding “guesswork” and the “unknown.”

    OUR SPECIALTY: We specialize in providing guidance on the financial questions many people face during, and leading up to retirement, especially surrounding Social Security Maximization.

    All attendees are eligible to receive a complimentary second opinion financial strategy session.

    Event March 29th, 6:00PM

    3309 Tampa Road
    Palm Harbor, FL 34684

    daniel-j-wendol Financial Coach

    Daniel Wendol CFP ®

    Your "Financial Coach"

    jonah-faulkner Investment Advisor

    Jonah Faulkner IAR

    Investment Advisor Rep

    Chris Kontz Investment Advisor

    Chris Kontz IAR

    Investment Advisor Rep