Public Financial Advisor Seminars
Women, Wine & Wisdom: A Caregiver's Financial Toolkit
Available Dates: September 24 & October 8
Time: 3:00 PM | Complimentary wine & hors d'oeuvres
Presenters: Renee Springstead, CPFA and Private Wealth Manager | Amy Cearely, Tricounty Caregiver Resource Center
Location: Prima Italian Steakhouse | The Villages, FL
Why Attend? What every caregiver should know about protecting finances and future care needs. Topics include financial planning, self-care, coping with stress, and estate planning.
Is Your Retirement Portfolio Ready for What's Next?
Available Dates: September 30, October 5 & 29
Time: 10:00 AM | Complimentary lunch served
Presenters: Patrick Fross, RICP | Private Wealth Manager
Location: Wolfgang Puck Kitchen | The Villages, FL
The Social Security Decisions That Follow You
Available Dates:
- November 2 at Hotel Eastport | The Villages, FL
- January 21 at Brownwood Hotel | The Villages, FL
Time: 4:30 - 5:30 PM | Complimentary happy hour to follow
Hosts: Patrick Fross, RICP and Private Wealth Manager | Zechariah Montera, CFP and Private Wealth Manager
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