About this Event
Gulf Financial Group welcomes couples, whether recently retired or planning to retire within the next 15 years, to an engaging and interactive town hall setting. This collaborative event encourages attendees to bring their retirement questions, investing concerns, and any other inquiries about securing their future.
The town hall format, hosted by Gulf Financial Group, provides a unique opportunity for participants to actively engage with experienced professionals. Our speakers are dedicated to addressing the specific needs of the audience in a personalized and approachable manner.
This interactive session is designed as more than a traditional lecture – it's a conversation. Participants have the chance to shape the discussion, actively participating in topics ranging from optimizing Social Security benefits to understanding the broader implications of ROTH conversions and investing in their financial future. We will discuss in detail effective Tax, Income, and Estate Planning and will be able to answer any questions you may have. For your convenience, light lunch and refreshments will be served. We will also be offering a few cash door prizes so don’t miss out on the fun!
Gulf Financial Group is commitment to accessible education is highlighted by the free course tuition. This ensures that all individuals can actively participate in shaping their retirement plans at this engaging event.
Advisory services offered through Brookstone Capital Management, an SEC Registered Investment Advisor.
Event Venue & Nearby Stays
Panama City Beach Senior Center, 423 Lyndell Lane, Panama City Beach, United States
USD 0.00
