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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
Thursday April 9, 2026
Time: 10:00 am & 1:00 pm
or
Thursday April 14th
Time: 10:00 am & 1:00 pm
Florida Southwestern University
26300 Airport Road, Punta Gorda, FL 33950
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REGISTER HERE
Will Awareness
Wednesday May 13, 2026
Time: 11:00 am & 4:00 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: 2:00 pm
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Bonita Springs Public Library
10560 Reynolds St, Bonita Springs, FL 34135
​
REGISTER HERE
Taxes in Retirement
Wednesday May 14, 2026
Time: 11:00 am
​
Bonita Springs Public Library
10560 Reynolds St, Bonita Springs, FL 34135
​
REGISTER HERE
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