Upcoming Webinars

Join us for one of our upcoming Webinars. We will be discussing important market trends, actions to take regarding your portfolio, and provide updates on current issues and how they could affect your retirement.

Smart Women, Smart Retirement | TBA |

Attention all ladies! Join Celine J. Pastore, CRPC® , MRFC® for this special webinar called "Smart Women, Smart Retirement" co-hosted with best selling author David Bach. Date to be announced.
Registration Opening Soon

Previous Webinars

Preparing for Medicare | October 7th | 10:00 AM

Join Celine J. Pastore, CRPC® , MRFC® on Wednesday, October 7th at 10:00 am as she presents a Webinar on Preparing for Medicare.
Watch the Replay Here
Scope of Appointment
Compare Medicare Supplement Plans

R E A D Y     T O    T A K E

The Next Step?

For more information about any of the services or products listed, choose a time to speak with one of our advisors or register to attend one of our upcoming events.


Or give us a call at (727) 304-6000