Events
Who doesn't like an evening of fun, fellowship and FRESH handmade pasta! Join us and our team for a 3-course dining experience and take a moment to get to know us & how we help our clients live their dream retirement.
Our Retirement Case Studies Luncheon is one of our most-requested events. We’ll walk through real income and tax scenarios, side by side with recommendations we might suggest in the planning process. It’s a great opportunity to get your pressing questions answered while getting to know our team and how we work.
Taxes in retirement can be a hidden threat—but they don’t have to be. Learn how to keep more of your hard-earned money, adjust for future tax law changes, and structure your withdrawals to minimize taxes. We’ll also cover strategies to hedge against inflation and rising interest rates.
Theory is great, but real-world examples are better. This session takes what we cover in Unstress & Untax Your Retirement and applies it to actual retirement scenarios. See how smart planning can dramatically improve income, reduce taxes, and create financial security.
Our Retirement Case Studies Luncheon is one of our most-requested events. We’ll walk through real income and tax scenarios, side by side with recommendations we might suggest in the planning process. It’s a great opportunity to get your pressing questions answered while getting to know our team and how we work.
Annuities have changed—are they right for you? We’ll break down how modern annuities work, their benefits and drawbacks, and how they might fit into your retirement plan. Learn what to look for and what to avoid so you can make informed decisions about your financial future.
Who doesn't like an evening of fun, fellowship and FRESH handmade pasta! Join us and our team for a 3-course dining experience and take a moment to get to know us & how we help our clients live their dream retirement.
Our Retirement Case Studies Luncheon is one of our most-requested events. We’ll walk through real income and tax scenarios, side by side with recommendations we might suggest in the planning process. It’s a great opportunity to get your pressing questions answered while getting to know our team and how we work.
Who doesn't like an evening of fun, fellowship and FRESH handmade pasta! Join us and our team for a 3-course dining experience and take a moment to get to know us & how we help our clients live their dream retirement.
Kickstart 2025 and your retirement, gain key insights and mingle with the members of your community!
Love fresh pasta, friendly faces and lively conversation?! Then don't miss this event!
Join us on the evening of December 5th in celebration of the season with a fabulous Nights of Lights experience in Historic St. Augustine!
Space is limited, so please RSVP as soon as possible to secure your spot! Treat yourself and a guest to an evening of food and fellowship at Catullo’s Nocatee.
We’ve got an action-packed November and December, filled with events you won’t want to miss! Lunches at Chophouse13 in Mandarin
You and a guest are cordially invited to join us for an private dinner on the evening of October 24h, 4:00 or 6:30pm at Catullo's Italian restaurant in Nocatee!
We’re grateful that our entire team made it safely through Hurricane Milton, and we hope you and your loved ones did as well. Now that the storm has passed, let’s get back to business—specifically, the business of living out your dream retirement!
You and a guest are cordially invited to join us for an exclusive dinner on the evening of October 17th, 4:00 or 6:30pm at Catullo's Italian restaurant in Nocatee!
You're invited to our final luncheon of the quarter - and the last one at Chophouse Thirteen! Join us once again for Retirement Case Studies!
You're invited for our Retirement Case Studies lunch on Wednesday, September 11th at 11:00am, at the Chophouse Thirteen in Mandarin!
You're invited for lunch on Wednesday, August 21 at 11:00am, at the Chophouse Thirteen in Mandarin!
You're invited for lunch on Wednesday, August 21 at 11:00am, at the Chophouse Thirteen in Mandarin!
You're invited for lunch! Wednesday, August 7 at 11:00am, we are hosting our Retirement Case Studies at the Chophouse Thirteen in Mandarin!
You're invited for lunch! We're kicking off the new quarter with a new, fabulous venue – the Chophouse Thirteen in Mandarin!
You're invited for lunch! We're kicking off the new quarter with a new, fabulous venue – the Chophouse Thirteen in Mandarin!