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
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
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.
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.