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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​​

Florida Southwestern State College

Charlotte Campus

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26300 Airport Rd, Building D, Room 210

Punta Gorda, FL 33950

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January 28th, 2pm or 4pm

January 30th, 12pm or 2pm

5CFP Dinner Seminar​​

F.M. Don's

201 W Marion Ave,

Punta Gorda, FL 33950

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February 11th & 13th, 6pm

Invite Only
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