Avoid Big Mistakes Before you Retire!

 FRS – DROP vs. Investment Plan?*
– 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!
– Will I be able to live comfortably if I retire now?
*Freeman Financial is neither endorsed by nor affiliated with Florida Retirement System.

The example provided is for illustrative purposes only and does not illustrate 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 himself an FRS employee and has specialized in FRS issues for Manatee and Sarasota County employees for over 20 years. These workshops are not sales presentations, and there is limited space!

Register for a Workshop

Upcoming Dates:

More Workshops Coming Soon!

All workshops are hosted at our office:

1 South School Ave, Suite 402
Sarasota, FL
34237

– There is a parking garage that is free to use on the north side of the building, as well as street parking.

– If you are traveling via I-75, take the Fruitville Rd exit (exit 210), head West (approx. 5 miles) until you cross the train tracks, and take a left turn on School Ave. The parking garage and Kane Plaza will be immediately on your left.

– If you are traveling south via 301/Washington Blvd, turn left on Fruitville Rd, then turn right at the second light (School Ave). The parking garage and Kane Plaza will be immediately on your left. 

– If you are traveling north via US 41/S Tamiami Trail, take the 301 North exit, then turn right on Main St. Kane Plaza is at the (East) end of Main St. 

Limited Seating Available, Please RSVP

Email: jamie@freemanfinancialsrq.com

or

Call: (941) 444-1225

or

Submit Your Details Above

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.

Securities and advisory services offered through Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser. This communication is strictly intended for individuals residing in the states of AL, CA, FL, GA, IL, IN, KS, MI, NV, NM, NY, NC, OH, OK, SC, TN, TX, and VA. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Privacy Policy

Check the background of this investment professional on FINRA’s Brokercheck.