Programs

Retirement Planning

Need help preparing for the third age of life, retirement? We have offered courses in preparing for retirement since 2008 with over 2,000 adults enrolled.

NO FREE LUNCH! These sessions, led by qualified professionals in the industry, are intended to educate and inform. Expect up-to-date information and impartial assessment of various investment vehicles. No specific financial products are discussed or sold.

Retirement Planning Today

 Fall 2024 - registration opens on Monday, August 26

To register, call Charise Dixie at 813-974-5848.

Sessions will be held at Palm Harbor Parks & Recreation 1500 16th Street Palm Harbor, FL 34683.

Tuesday, September 17 & 24 from 6:30 p.m.- 9:30 p.m.

Saturday, September 21 & 28 from 9:30 a.m. - 12:30 p.m.

PRICE DISCOUNT: $59 (a second household member may join for free) includes comprehensive materials to keep. Call Charise Dixie at 813-974-5848.

Comments from former students include:

"Course was well paced and never boring," "Helped bring out ideas we did not think about," "Informative with the right amount of humor and anecdotal experience"

"Instructors have depth in their experience and knowledge. Good presenters!"

"I am highly interested in attending this class annually," "I should have taken this course ten years ago!"