Please Join Us
Seminars & Webinars
Join Us For a Presentation
And A Complimentary Gourmet Meal
Each month, JB Retirement Strategies provides educational retirement sessions, available in person as well as online. Attendees to these events receive a delicious meal while they listen to an informative retirement education session. Additionally, topics vary from event to event (so be sure to reach out to us to see what type of event is coming next).
Some of the topics we cover include:
- Retirement preparation strategies
- Determining retirement income needs
- Long term goal planning
- The importance of having some liquidity in retirement
Also, we'll cover some specific retirement concerns, including:
- Options for IRAs, 401(K)s, and 403(B)s, 457s, TSPs, TSAs
- Risks of the market
- Ways to protect your money from market loss
- Possible tax implications of various retirement options
- How to identify your risk tolerance
- Methods for long-term retirement income
Dinner & Education
We look forward to seeing you!
Educating Our Community
We want you to make retirement decisions based on knowing all your options. Therefore, we've decided to invest in providing complimentary dinner workshops to anyone in or nearing retirement.
We believe in educating pre-retirees and retirees in the communities we serve. Consequently, we offer these events at no cost to you. Certainly, you should gain as much information as you can. Join our discussion on these topics and more, while enjoying a complimentary dinner. JB Retirement Strategies believes in providing our guests with a great experience. We look forward to seeing you at one of our upcoming events.
Click On A Logo Below To Request Registration For An Event
Lake Lillian • SE Robinson Road
Belleview, FL 34420
– Shred Event –
610 N Orlando Ave.
Winter Park, FL 32789
3545 SW 34th St, Unit A
Gainesville, FL 32608
2436 E Silver Springs Blvd.
Ocala, FL 34470
We Look Forward To Meeting You!
Fill out the form below and let us know what event you’d like to attend.
