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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.

Upcoming Events

Will Awareness

3555 Bobcat Center Village Rd
North Port, FL  34288

July 16th, 4pm or 6pm
July 18th, 12pm or 2pm

Optimizing Social Security

Punta Gorda Library
401 Shreve St
Punta Gorda, FL 33950

September 7th, 10:30am

September 10th, 6:30pm

Will Awareness

Punta Gorda Library
401 Shreve St
Punta Gorda, FL 33950

September 9th, 4pm or 6pm
September 10th, 2pm
September 11th, 12pm

Will Awareness

North Port TBD

October 1st, 4pm or 6pm​

October 2nd, 12pm or 2pm

Dinner Seminar

Location TBD

October 22nd & 23rd

Invitation Only

Optimizing Social Security

Punta Gorda Library
401 Shreve St
Punta Gorda, FL 33950

October 29th or 30th, 6:30pm

Optimizing Social Security

Suncoast Technical College
4445 Career Ln
North Port, FL 34298

November 5th or 7th, 6:30pm

Will Awareness

Suncoast Technical College
4445 Career Ln
North Port, FL 34298

November 5th, 4pm

November 6th, 12pm or 2pm or 6pm

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