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Events

As often as we can, we enjoy inviting our clients to join us for an event that we are hosting.  Some events are geared to provide our clients with timely updates to the current market environment as well as the ability to hear from our expert analysts and ask questions live and in person. 

Sometimes the events are simply a way to say thank you and to get together for a little fun.

Below is a list of some of the events we have planned. We look forward to seeing you there!

 

Upcoming Events

More events are on the way! Check back soon for more information.

Past Events

November 5, 2022

9:30a - 12:30p

Retirement Planning Today

Retirement Planning Today Session 2 of 2 (Saturday)

These courses will now appear on the web, here: http://www.usf.edu/continuing-education/olli/programs/retirement-planning.aspx . Registrants are welcome to bring a spouse/partner (who share a household) at no extra cost. Please ask each registrant if they are bringing a spouse or partner. THE SPOUSE/PARTNER MUST BE REGISTERED in the session. One textbook is provided per household. See Ara (4-5263) with questions.

November 1, 2022

6:30p - 9:30p

Retirement Planning Today

Retirement Planning Today Session 2 of 2 (Tuesday evening)

These courses will now appear on the web, here: http://www.usf.edu/continuing-education/olli/programs/retirement-planning.aspx . Registrants are welcome to bring a spouse/partner (who share a household) at no extra cost. Please ask each registrant if they are bringing a spouse or partner. THE SPOUSE/PARTNER MUST BE REGISTERED in the session. One textbook is provided per household. See Ara (4-5263) with questions.

October 29, 2022

9:30a - 12:30p

Retirement Planning Today

Retirement Planning Today Session 1 of 2 (Saturday)

These courses will now appear on the web, here: http://www.usf.edu/continuing-education/olli/programs/retirement-planning.aspx . Registrants are welcome to bring a spouse/partner (who share a household) at no extra cost. Please ask each registrant if they are bringing a spouse or partner. THE SPOUSE/PARTNER MUST BE REGISTERED in the session. One textbook is provided per household. See Ara (4-5263) with questions.

October 25, 2022

6:30p - 9:30p

Retirement Planning Today

Retirement Planning Today Session 1 of 2 (Tuesday evening)

These courses will now appear on the web, here: http://www.usf.edu/continuing-education/olli/programs/retirement-planning.aspx . Registrants are welcome to bring a spouse/partner (who share a household) at no extra cost. Please ask each registrant if they are bringing a spouse or partner. THE SPOUSE/PARTNER MUST BE REGISTERED in the session. One textbook is provided per household. See Ara (4-5263) with questions.

April 20, 2022

6:00p - 8:00p

Maggiano's Little Italy

February 26, 2022

9:30a - 12:30p

USF Main Campus

February 22, 2022

6:30p - 9:30p

USF Main Campus

February 19, 2022

9:30a - 12:30p

USF Main Campus

February 15, 2022

6:30p - 9:30p

USF Main Campus

October 22, 2019

6:30p - 9:30p

The Centre of Palm Harbor

Retirement Planning Today

Need help preparing for the third age of life, retirement? We have offered courses in preparing for retirement since 2008 with over 2,000 adults enrolled. These sessions, led by qualified professionals in the industry, are intended to educate and inform. Expect up-to-date information and impartial assessment of various investment vehicles. No specific financial products are discussed or sold. Call for more information about Retirement Planning Today to find a schedule of upcoming sessions.

October 19, 2019

9:30a - 12:30p

Dunedin Community Center

Retirement Planning Today

Need help preparing for the third age of life, retirement? We have offered courses in preparing for retirement since 2008 with over 2,000 adults enrolled. These sessions, led by qualified professionals in the industry, are intended to educate and inform. Expect up-to-date information and impartial assessment of various investment vehicles. No specific financial products are discussed or sold. Call for more information about Retirement Planning Today to find a schedule of upcoming sessions.

October 15, 2019

6:30p - 9:30p

The Centre of Palm Harbor

Retirement Planning Today

Need help preparing for the third age of life, retirement? We have offered courses in preparing for retirement since 2008 with over 2,000 adults enrolled. These sessions, led by qualified professionals in the industry, are intended to educate and inform. Expect up-to-date information and impartial assessment of various investment vehicles. No specific financial products are discussed or sold. Call for more information about Retirement Planning Today to find a schedule of upcoming sessions.

October 12, 2019

9:30a - 12:30p

Dunedin Community Center

Retirement Planning Today

Need help preparing for the third age of life, retirement? We have offered courses in preparing for retirement since 2008 with over 2,000 adults enrolled. These sessions, led by qualified professionals in the industry, are intended to educate and inform. Expect up-to-date information and impartial assessment of various investment vehicles. No specific financial products are discussed or sold. Call for more information about Retirement Planning Today to find a schedule of upcoming sessions.

September 24, 2019

6:30p - 9:30p

USF Main Campus

Retirement Planning Today

Need help preparing for the third age of life, retirement? We have offered courses in preparing for retirement since 2008 with over 2,000 adults enrolled. These sessions, led by qualified professionals in the industry, are intended to educate and inform. Expect up-to-date information and impartial assessment of various investment vehicles. No specific financial products are discussed or sold. Call for more information about Retirement Planning Today to find a schedule of upcoming sessions.

September 21, 2019

9:30a - 12:30p

USF Main Campus

Retirement Planning Today

Need help preparing for the third age of life, retirement? We have offered courses in preparing for retirement since 2008 with over 2,000 adults enrolled. These sessions, led by qualified professionals in the industry, are intended to educate and inform. Expect up-to-date information and impartial assessment of various investment vehicles. No specific financial products are discussed or sold. Call for more information about Retirement Planning Today and to view a schedule of upcoming sessions.

September 17, 2019

6:30p - 9:30p

USF Main Campus

Retirement Planning Today

Need help preparing for the third age of life, retirement? We have offered courses in preparing for retirement since 2008 with over 2,000 adults enrolled. These sessions, led by qualified professionals in the industry, are intended to educate and inform. Expect up-to-date information and impartial assessment of various investment vehicles. No specific financial products are discussed or sold. Call for more information about Retirement Planning Today to find a schedule of upcoming sessions.

September 14, 2019

9:30a - 12:30p

USF Main Campus

Retirement Planning Today

Need help preparing for the third age of life, retirement? We have offered courses in preparing for retirement since 2008 with over 2,000 adults enrolled. These sessions, led by qualified professionals in the industry, are intended to educate and inform. Expect up-to-date information and impartial assessment of various investment vehicles. No specific financial products are discussed or sold. Call for more information about Retirement Planning Today to find a schedule of upcoming sessions.

Event Registration


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