Complimentary Retirement Workshops With Zinnia Wealth.
Hosted by Zinnia Wealth Management, the series of events through our seminars and 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 financial seminars. Call today to get started in reserving your seat for one of our upcoming events.
Events in May 2019
- Retirement Coffee Talk
Retirement Coffee TalkRetirement Coffee Talk
Join Charisse Rivers, host of the radio show “Retirement Coffee Talk” Saturday’s, 10am-10:30am, 11-Noon and Sunday’s, 8am-9am, Noon-1pm on WSKY 97.3 FM. Tune in as Charisse discusses the latest financial tools and guides listeners through the complexities of planning for retirement, preparing them for the future they deserve.
You may also listen to a show at your leisure by visiting our archives page.
- Retirement Coffee TalkRetirement Coffee Talk
Retirement Coffee Talk
Join Charisse Rivers, host of the radio show “Retirement Coffee Talk” Saturday’s, 10am-10:30am, 11-Noon and Sunday’s, 8am-9am, Noon-1pm on WSKY 97.3 FM. Tune in as Charisse discusses the latest financial tools and guides listeners through the complexities of planning for retirement, preparing them for the future they deserve.
You may also listen to a show at your leisure by visiting our archives page.
Retirement Coffee TalkRetirement Coffee TalkRetirement Coffee Talk
Join Charisse Rivers, host of the radio show “Retirement Coffee Talk” Saturday’s, 10am-10:30am, 11-Noon and Sunday’s, 8am-9am, Noon-1pm on WSKY 97.3 FM. Tune in as Charisse discusses the latest financial tools and guides listeners through the complexities of planning for retirement, preparing them for the future they deserve.
You may also listen to a show at your leisure by visiting our archives page.
- Lunch & Learn Educational Event (Braised Onion)
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Lunch & Learn Educational Event (Braised Onion)Lunch & Learn Educational Event: Retirement Planning and DST Opportunity
- Date: Wednesday, May 8th
- Time: 11:30am – 1:30pm
- Location: Braised Onion
- Address: 754 NE 25th Ave. Ocala, FL 34470
Lunch & Learn Educational Event: Retirement Planning and DST Opportunity
Zinnia Wealth Management is a full-service financial advisory practice for retirement planning and the informed investor’s choice for DSTs. We now offer DST opportunities to accredited investors.* Join us at our lunch & learn educational event to learn about helpful strategies for your overall retirement planning, and to become educated on all the tools you need to build a comprehensive retirement plan, which may include DST Opportunities depending on your goals and unique financial situation.
Click to register for this Event
Join us if you want to learn more about our retirement planning process, as well as DST opportunities and how we help pre-retirees and retirees achieve their financial and lifestyle goals in retirement. Space is limited so reserve your seat today!
*Disclaimer: To be an accredited investor, an individual must have had earned income that exceeded $200,000 (or $300,000 together with a spouse) in each of the prior two years and “reasonably expects the same for the current year,” according to the SEC. Or, the individual must have a net worth of more than $1 million, either alone or together with a spouse. With the passage of the Dodd-Frank Act, this now excludes a primary residence as being eligible as part of an investor’s net worth (investors who had existing accredited investments but who now fail the net-worth test without their residence being valued were grandfathered). For More Disclosure Information, Please Scroll Down To The Bottom Of The Webpage To Read More.
- Retirement Coffee TalkRetirement Coffee Talk
Retirement Coffee Talk
Join Charisse Rivers, host of the radio show “Retirement Coffee Talk” Saturday’s, 10am-10:30am, 11-Noon and Sunday’s, 8am-9am, Noon-1pm on WSKY 97.3 FM. Tune in as Charisse discusses the latest financial tools and guides listeners through the complexities of planning for retirement, preparing them for the future they deserve.
You may also listen to a show at your leisure by visiting our archives page.
- Retirement Coffee TalkRetirement Coffee Talk
Retirement Coffee Talk
Join Charisse Rivers, host of the radio show “Retirement Coffee Talk” Saturday’s, 10am-10:30am, 11-Noon and Sunday’s, 8am-9am, Noon-1pm on WSKY 97.3 FM. Tune in as Charisse discusses the latest financial tools and guides listeners through the complexities of planning for retirement, preparing them for the future they deserve.
You may also listen to a show at your leisure by visiting our archives page.
Retirement Coffee TalkRetirement Coffee TalkRetirement Coffee Talk
Join Charisse Rivers, host of the radio show “Retirement Coffee Talk” Saturday’s, 10am-10:30am, 11-Noon and Sunday’s, 8am-9am, Noon-1pm on WSKY 97.3 FM. Tune in as Charisse discusses the latest financial tools and guides listeners through the complexities of planning for retirement, preparing them for the future they deserve.
You may also listen to a show at your leisure by visiting our archives page.
- Lunch and Learn at Stone Creek
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Lunch and Learn at Stone CreekLunch and Learn at Stone Creek presented by Charisse Rivers Smith
Open to Stone Creek Residents OnlyWhen: Wednesday May 15th, 2019 - 11:30am Start Time
Where: Stone Creek The Grille, Meeting Room, 9676 SW 62nd Loop, Ocala FL 34481Click to register for this Event
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.
Zinnia University - Retirement Today–
Zinnia University - Retirement TodayZinnia University - Retirement Today
When: Wednesday, May 15th 6-8pm
Where: College of Central Florida - Teleconference Center Building 40 Room 107 - 3001 SW College Rd, Ocala, FL 34474
Forget everything you were told about retirement.
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 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.
Click to register for this Event
Zinnia University is not a school of higher learning or an institution for credit, it is for retirement education.
- Retirement Coffee TalkRetirement Coffee Talk
Retirement Coffee Talk
Join Charisse Rivers, host of the radio show “Retirement Coffee Talk” Saturday’s, 10am-10:30am, 11-Noon and Sunday’s, 8am-9am, Noon-1pm on WSKY 97.3 FM. Tune in as Charisse discusses the latest financial tools and guides listeners through the complexities of planning for retirement, preparing them for the future they deserve.
You may also listen to a show at your leisure by visiting our archives page.
Ocala Style Women’s Expo–
Ocala Style Women’s ExpoOcala Style Women’s Expo
*A Girl’s Day Out Cost $5When: Saturday May 18, 2019 from 11am - 4pm
Where: College of Central Florida, Klein Cneter - 3001 SW College Road, Ocala, FL 34474Charisse will be speaking at this event!
Ocala Style Magazine is excited to announce its first ever Ocala Style Women’s Expo: A Girl’s Day Out event at the College of Central Florida Klein Center. This fun-filled afternoon will include a day of shopping, tastings, pampering, inspiration and education for today's woman.
Attendees will have the opportunity to hear empowering speakers, interact in a women-led panel discussion and meet inspirational local celebrities.All ticket proceeds will benefit Ignite, an organization dedicated to eradicating domestic violence and sexual assault in our community and raising money for the Ocala/Marion County Domestic Violence/Sexual Assault Center.
Get the girls together, and get away for the day. We'll see you there!
- Retirement Coffee TalkRetirement Coffee Talk
Retirement Coffee Talk
Join Charisse Rivers, host of the radio show “Retirement Coffee Talk” Saturday’s, 10am-10:30am, 11-Noon and Sunday’s, 8am-9am, Noon-1pm on WSKY 97.3 FM. Tune in as Charisse discusses the latest financial tools and guides listeners through the complexities of planning for retirement, preparing them for the future they deserve.
You may also listen to a show at your leisure by visiting our archives page.
Retirement Coffee TalkRetirement Coffee TalkRetirement Coffee Talk
Join Charisse Rivers, host of the radio show “Retirement Coffee Talk” Saturday’s, 10am-10:30am, 11-Noon and Sunday’s, 8am-9am, Noon-1pm on WSKY 97.3 FM. Tune in as Charisse discusses the latest financial tools and guides listeners through the complexities of planning for retirement, preparing them for the future they deserve.
You may also listen to a show at your leisure by visiting our archives page.
- Retirement Coffee TalkRetirement Coffee Talk
Retirement Coffee Talk
Join Charisse Rivers, host of the radio show “Retirement Coffee Talk” Saturday’s, 10am-10:30am, 11-Noon and Sunday’s, 8am-9am, Noon-1pm on WSKY 97.3 FM. Tune in as Charisse discusses the latest financial tools and guides listeners through the complexities of planning for retirement, preparing them for the future they deserve.
You may also listen to a show at your leisure by visiting our archives page.
- Retirement Coffee TalkRetirement Coffee Talk
Retirement Coffee Talk
Join Charisse Rivers, host of the radio show “Retirement Coffee Talk” Saturday’s, 10am-10:30am, 11-Noon and Sunday’s, 8am-9am, Noon-1pm on WSKY 97.3 FM. Tune in as Charisse discusses the latest financial tools and guides listeners through the complexities of planning for retirement, preparing them for the future they deserve.
You may also listen to a show at your leisure by visiting our archives page.
Retirement Coffee TalkRetirement Coffee TalkRetirement Coffee Talk
Join Charisse Rivers, host of the radio show “Retirement Coffee Talk” Saturday’s, 10am-10:30am, 11-Noon and Sunday’s, 8am-9am, Noon-1pm on WSKY 97.3 FM. Tune in as Charisse discusses the latest financial tools and guides listeners through the complexities of planning for retirement, preparing them for the future they deserve.
You may also listen to a show at your leisure by visiting our archives page.
- Zinnia University - Retirement Today
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Zinnia University - Retirement TodayZinnia University - Retirement Today
When: Thursday May 30, 2019 from 6:00-8:00 pm
Where: Hilton University of Florida Conference Center Gainesville - 1714 SW 34th St, Gainesville, FL 32607
Forget everything you were told about retirement.
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 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.
Click to register for this Event
Zinnia University is not a school of higher learning or an institution for credit, it is for retirement education.
Retirement Coffee Talk
Lunch & Learn Educational Event (Braised Onion)
Zinnia University - Retirement Today
Ocala Style Women’s Expo
Zinnia University is not a school of higher learning or an institution for credit, it is for retirement education.
At Zinnia Wealth, we’re committed to helping you pursue your long-term financial goals.