Avoid Big Mistakes Before you Retire!
-FRS pension options and misunderstandings*
-Sick Leave / Vacation days – what to do?
–Social Security STRATEGIES (don’t pull the trigger without a plan!)
-Avoid HUGE retirement mistakes!
The example provided is for illustrative purposes only and does not illustrative the performance of any specific investment. Your specific situation may vary.
Free one- hour workshop taught by local financial advisor, Jamie Freeman, CFP®, AIF®, who was an FRS employee and has specialized in FRS Issues for Manatee and Sarasota County employees for over 18 years. These are the only workshops offered this year, they are not sales presentations, and there is limited space!
Register for a Workshop
More Workshops Coming Soon!
All workshops are hosted at our offices:
1 South School Ave, Suite 402
-There is a parking garage that is free to use on the side of the building, as well as street parking.
-If you are coming from I-75, use the Fruitville exit, head West (5 Miles) until you cross the train tracks, and take a left turn on School Ave.
-If you are using 301, head South until you reach Main St. and make a left turn. Kane Plaza is on the (East) end of Main St.
Limited Seating Available, Please RSVP
Seminars will be strictly educational and there is NO SALES PRESENTATION. They are taught by Jamie Freeman, a CERTIFIED FINANCIAL PLANNER™ Professional who has been helping local FRS employees for over 18 years and formerly taught at Manatee High School. His background and expertise make him a great resource of information. We will cover a great deal of material in a short amount of time, so please be on time for the workshop(s).
For those of you who can't make it, we do complimentary FRS Retirement reviews. Call or Email for more information.
Check the background of this investment professional on FINRA’s Brokercheck.