Sunday, March 7, 2021

Events

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The 2016 Presidential Election and Your Future

2016 Special Coverage of the Presidential Election and how it will impact you and your financial future.

The 4 Critical Choices of Investing Seminar

Join us May 24th, 2016 at 7pm with Steve Pomeranz, CFP at the Renaissance Boca Raton Hotel.

How To Retire Successfully in a Bear Market

Join us April 12th, 2016 with Steve Pomeranz, CFP Back by popular demand: With our last seminar so popular, we’re offering it again in April. Are you feeling pain in the declining stock market and worried that you will not have enough money to live through your retirement?  Perhaps you are concerned that your money won’t keep pace with your rising costs. CDs...

The Roadmap to Retirement

Have you ever made money decisions you’ve regretted, and then repeated the same mistake again? Knowing where you stand and having an ongoing action plan will help you get where you want to go. Join Steve to learn more you can make a Roadmap to Retirement that best suits your unique needs.

Preserving Your Wealth For Future Generations Webinar

November 19th, 2015 at 1:00pm with Steve Pomeranz, CFP For those who can’t attend our live session a recording will be provided to watch at your leisure. You’ve worked hard all your life. Don’t let Uncle Sam destroy your family's legacy • How to significantly reduce inheritance taxes • Learn all the alternatives to protecting your estate Protect your children from the pitfalls of...

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