Events
2024 Q1 Client Luncheon & Economic Update at Refinery Jax Beach
Join us for a special luncheon and economic update at the brand new restaurant, The Refinery at Jacksonville Beach. This beautiful new restaurant has incredible views of the ocean in their large
Maximizing Your Retirement Income & Surviving Market Volatility
Thursday, November 14, 2024 - Space is limited, so please RSVP as soon as possible to secure your spot!
Q1 2023 Retirement Outlook & Strategy Luncheon
Join us for our Retirement Outlook & Strategy Luncheon at Capital Grill! This event is designed for retirees considering our services, clients with upcoming annual plan reviews, and client referrals.