Complimentary Retirement Workshops With Zinnia Wealth.
Hosted by Zinnia Wealth Management, the series of events through our workshops are offered for FREE to our community. Stay informed about today’s economic climate and learn more about retirement options by joining Charisse at one of our workshops. Call today to get started in reserving your seat for one of our upcoming events.
You’re invited to our upcoming First Friday event on April 2nd!
Come by for refreshments, say hello to our staff, bring a friend or family member you would like us to meet. Use this time to get an update on your accounts, do you need to update your beneficiary information, or maybe take a withdrawal, stop your RMD for this? Anything you need just stop by our Ocala office from 3 to 5 pm, no appointment needed!
Where: Hilton University of Florida Conference Center Gainesville 1714 SW 34th St, Gainesville, FL 32607
Retiring has changed from what it used to be. Many retirees in the past depended on a pension or Social Security, but the baby boomer generation and on, likely won’t be able to depend on just that. Fresh challenges have created a new retirement landscape, and retirees are looking for true education. You’ll discover how to navigate this new landscape and better achieve your retirement goals. If you’re recently retired or nearing retirement, you may find our licensed financial professional’s knowledge and experience beneficial. We want you to leave our workshop feeling more prepared and ready than ever for life after work.
When: Thursday, April 15, 2021, from 10:00 am - 12:00 pm
Where: Waterfront Inn - 1105 Lake Shore Dr, The Villages, FL 32162
Retiring has changed from what it used to be. Many retirees in the past depended on a pension or Social Security, but the baby boomer generation and on, likely won’t be able to depend on just that. Fresh challenges have created a new retirement landscape, and retirees are looking for true education. You’ll discover how to navigate this new landscape and better achieve your retirement goals. If you’re recently retired or nearing retirement, you may find our licensed financial professional’s knowledge and experience beneficial. We want you to leave our workshop feeling more prepared and ready than ever for life after work.
Where: College of Central Florida - Teleconference Center Building 40 Room 107 - 3001 SW College Rd, Ocala, FL 34474
Retiring has changed from what it used to be. Many retirees in the past depended on a pension or Social Security, but the baby boomer generation and on, likely won’t be able to depend on just that. Fresh challenges have created a new retirement landscape, and retirees are looking for true education. You’ll discover how to navigate this new landscape and better achieve your retirement goals. If you’re recently retired or nearing retirement, you may find our licensed financial professional’s knowledge and experience beneficial. We want you to leave our workshop feeling more prepared and ready than ever for life after work.
Where: College of Central Florida Citrus Campus - C4 Room 101A 3800 S Lecanto Hwy, Lecanto, FL 34461
Retiring has changed from what it used to be. Many retirees in the past depended on a pension or Social Security, but the baby boomer generation and on, likely won’t be able to depend on just that. Fresh challenges have created a new retirement landscape, and retirees are looking for true education. You’ll discover how to navigate this new landscape and better achieve your retirement goals. If you’re recently retired or nearing retirement, you may find our licensed financial professional’s knowledge and experience beneficial. We want you to leave our workshop feeling more prepared and ready than ever for life after work.
3:00 pm: First Friday Event
