Lunch & Learn–Thriving & Surviving in 2016

If you are married or over the age of 50, you will want to attend this event!

Free Lunch & Learn

If you are married or over the age of 50, you want to attend this event!

Panel members:

Kimberly Muenter, Esq
Kimberly Muenter, Esq
James H Willis, III- Financial Planner -Insurances
James H Willis, III- Financial Planner -Insurances
James Whitaker, PHD, Financial Planner Social Security Expert
James Whitaker, PHD, Financial Planner Social Security Expert

 

 

 

 

 

 

 

 

  • Documents to protect your assets and family
  • Tax saving tips
  • Maximize Social Security Benefits
  • Q & A with time permitting

Box lunch will be provided by Brookdale Lutz

All of our educational events are free of charge!

Nothing is sold–EVER!

Local resource information available

RSVP brenda@seniorinformationresources.org or call 813 949 0752

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“Helping baby boomers and beyond live well!”

Getting older isn’t for sissies!

bc sunnyMost people won’t seek help until their hair is on fire!

Here’s a startling fact: Today’s baby boomers will live 40-50 years beyond retirement.  For some, that’s longer than they were in the work force!

As the last self-sufficient generation in America, we are expected to maintain control of our physical and financial well being.  We must learn how to maximize assets and utilize all  possible benefits in order to remain independent.

In a split second, you can become one of 65 million Americans who is caring for a loved one, spending thousands of dollars annually and taking as much as 10 years off your life!

Where do you go for help?

Search our website for the help you need.

From being downsized at the job–to preparing final arrangements for a loved, we’ve all been there!  We know how costly it can be to make the wrong choices or fail to plan for the inevitable.

Our goal is to help others navigate through the maze of growing older in America while living well in our community.  With some forethought and planning, your hair will remain intact!