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Educational Events

We appreciate smart consumers who want to learn as much as possible before making important decisions about their retirement.

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21 July 2025

2025 Economic Summit

Retirees Are Winning Big in Today’s Interest Rate Environment Today’s retirees are in the best position in decades. While CD and savings rates are dropping, the 10-year Treasury rate remains strong, helping annuity providers offer income and growth strategies with principal protection and no market risk. Retirees can now access benefits not seen since the […] ...

5:00 pm - 7:00 pm
3003 Brownwood Blvd, The Villages, FL 32163
View Details
13 August 2025

2025 Economic Summit

Retirees Are Winning Big in Today’s Interest Rate Environment Today’s retirees are in the best position in decades. While CD and savings rates are dropping, the 10-year Treasury rate remains strong, helping annuity providers offer income and growth strategies with principal protection and no market risk. Retirees can now access benefits not seen since the […] ...

5:00 pm - 7:00 pm
3003 Brownwood Blvd, The Villages, FL 32163
View Details
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We’re currently updating our event calendar and planning some exciting new workshops and seminars for the coming months. We take time between events to incorporate feedback and develop fresh, relevant content that addresses the financial questions you’re asking right now.

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