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
Suncoast Technical College
4445 Career Ln
North Port, FL 34298
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October 1st, 4pm or 6pm​​​
October 2nd, 4pm or 6pm​
Dinner Seminar
Location TBD
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October 22nd & 23rd​
Invitation Only
Optimizing Social Security
Punta Gorda Library
401 Shreve St
Punta Gorda, FL 33950
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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, 3:30pm or 5pm
November 6th, 3:30pm or 5pm
Will Awareness​​
Punta Gorda Library
401 Shreve St
Punta Gorda, FL 33950
​
November 12th, 4:30pm or 6pm
November 13th, 3pm or 4:30pm​