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?

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

Upcoming Dates:

Tuesday, November 12th – 6:30pm

 

All workshops are hosted at our offices:

1 South School Ave, Penthouse
Sarasota, FL
34237

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

-When you get in the building, use the elevator and press the PH button, for Penthouse.

-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

Email: jfreeman@1stallied.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 offered through First Allied Securities, Inc., A Registered Broker/Dealer Member: FINRA, SIPC. Advisory Services offered through First Allied Advisory Services, A Registered Investment Advisor. Freeman Financial & First Allied Securities/First Allied Advisory Services are not affiliated entities. This site is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security which may be referenced herein. We suggest that you consult with your financial or tax advisor with regard to your individual situation. This site has been published in the United States for resident of the United States. Persons mentioned in this site may only transact business in states in which they have been properly registered or are exempt from registration. Check the background of this investment professional on FINRA’s Brokercheck.