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Workshops / Seminars

Financial Informational Workshops

Workshop Highlights...

  1. The Current Economic Environment.
  2. Learn how the Retirement Option I choose can have Long-Term Consequences on My Retirement Income?
  3. Utilizing Qualified Dollars. (i.e. DROP, 457 Def Compensation, IRAs, etc.,) to supplement my retirement income without IRS penalties.
  4. Learn how to create a Second Defined Benefit Plan for My Family.
  5. Legacy Planning - Understanding the Role of  Wills, Family Trusts and Life Insurance.

November 27, 2018

6:00p - 8:00p

Duffy's Sports Grill
6842 Main St., Miami, F


Miami-Dade PBA and FRS Members

Duffy's Sports Grill

Tuesday, Nov. 27th 2018
6:00 PM to 8:00 PM, Dinner Provided

November 28, 2018

11:30a - 1:30p

Shula's Hotel &  Golf Club 
6842 Main St., Miami, FL


Miami-Dade PBA and FRS Members

Shula's Hotel and Golf Club

Wednesday, Nov 28th 2018

11:30 AM to 1:30 PM, Lunch Provided