Upcoming Workshops/Seminars

When it comes to your financial future, knowledge is the critical first step. 

Our client workshops, appreciation events, speaking engagements and presentations provide an opportunity for you to receive additional financial education at no cost. We offer informational seminars and guest speakers as well as educational handouts, reference materials and product literature.

We invite all clients, referrals and visitors to attend our events. Please take the opportunity at these events to request a private consultation scheduled at your convenience.

A motto we live by:
"One of the worst things you can do is handle another person's money without respect for how hard it was to earn."  By T. Boone Pickens, Jr.

Upcoming Workshop or Seminar Information

Workshop/Seminar Title:

Retirement Challenges in the New Millenia.

Where and When:
February 21 & 22 - Dinner at Ipanema Brazilian Steak House.
You MUST pre-register. Please fill out the form below or call our office at 352-368-9001.

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Our mission is to help you secure a retirement lifestyle with safety,
income and growth.

Robert W. Crane