Surveys consistently show that most Pre-Retirees/Retirees are sadly lacking when it comes to basic “financial literacy”. The result is that many end up making long lasting common mistakes that could have been avoided. Our FREE educational workshops focus on principles, intended to educate people about financial issues in general, and not a means of advocating any particular financial service, product, or business model. In addition, Attorney Maxine McChessney will provide estate planning tips and be on hand to answer questions.
Please contact Rosa Shala at 352-207-7920 for more information about this workshop.