09/03/2026
Successful workshop tonight!
Join Us! For Our Next Investment Workshops.
Learning and staying informed are essential to achieving your financial goals. Join us in person for a series of seminars on topics of interest to you.
Call or message my office for details. 941-786-7076 or [email protected]
Location: Edward Jones
1100 Tamiami Trail S Venice, FL 34285
Free and open to the public.
Attend one, or as many as you wish.
Refreshments and light snacks provided.
Doors open at 5:30pm. Presentations at 6pm.
*Outsmart the Scammers
Wednesday, September 16th 6pm.
Incidents of fraud are on the rise and scammer tactics are becoming complex. That's why it's important to educate yourself about fraud.
*Retirement by Design
Wednesday, October 7th 6pm.
How do you want to retire? Whether you are 10 or 40 years from retirement, you'll learn investment strategies you can use now to help design the retirement you want tomorrow.
*Business Owner Exit Planning: Start with the End in Mind
Wednesday, October 21st 6pm.
This presentation is designed to help business owners become familiar with succession planning and steps to take now to prepare for an exit in the future.
*Leave It, Move It, Roll It, Take It: Know Your Employer Retirement Plan Options
Wednesday, November 4th 6pm.
How you handle your 401(k), pension or other employer retirement plan when you leave your job is one of the most important financial decisions you can make. We'll discuss your options and how to select the one that makes sense for you.
*Retirement: Making Your Money Last
Wednesday, November 18th 6pm.
How do you picture your retirement? We’ll discuss strategies designed to help you work toward fulfilling your retirement expectations. We’ll also explore how to address concerns such as inflation, health care expenses and market volatility as well as ways to prepare in advance for things that may not go as expected.
*The Power of Budgeting
Wednesday, December 2nd 6pm.
We will share information about how budgeting puts you in control. Attendees will gain knowledge about essential components to financial knowledge (wants versus needs, saving and personal spending goals) and learn about budgeting strategies so they can reach their goals.