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Events
Our Mission
Our mission is to provide top-notch financial education that empowers students to gain a deep understanding of their finances and make smart financial decisions for their future retirement. Shocking data from the Dodd-Frank Commission showed that many Americans lacked basic financial literacy, highlighting the urgent need for financial education. Our Educational Courses offer students a comprehensive education on financial concepts, terms, and strategies that are essential for making informed financial decisions. We make learning easy with our user-friendly format while covering everything you need to know to prepare for your retirement. Our courses run year-round, so check our Upcoming Events page frequently to stay informed.
Will Awareness
Wednesday May 13, 2026 - Time: 11:00 am & 2:00 pm
Thursday May 14, 2026 -Time: 2:00 pm
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Bonita Springs Public Library
10560 Reynolds St, Bonita Springs, FL 34135
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REGISTER HERE
Taxes in Retirement
Wednesday May 13, 2026 Time: 4:00 pm
Thursday May 14, 2026 Time: 11:00 am
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Bonita Springs Public Library
10560 Reynolds St, Bonita Springs, FL 34135
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REGISTER HERE
Social Security
Tuesday May 26, 2026 Time: 11:00 am
Tuesday May 26, 2026 Time: 6:00 pm
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Florida Southwestern University
26300 Airport Road, Punta Gorda, FL 33950​
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REGISTER HERE
Taller Educativo Sobre Planificación Testamentaria
14 de mayo – 5:30 p.m.
15 de mayo – 11:30 a.m. y 5:30 p.m.
27 de mayo – 11:30 a.m.
28 de mayo – 11:30 a.m. y 5:30 p.m.
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WSpace Event Center
3300 Bonita Beach Rd SW, #126, Bonita Springs, Fl 34134
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Regístrate aquí
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