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3602 Kiessel Road
The Villages, FL 32163

The Learning Lounge®
340 Heald Way, #226,
The Villages, FL 32163

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(352) 751-3016

Events

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March 2025

Modern Annuities 101®

Learn Strategies & Creative Income Solutions to Protect Your Wealth Here’s what we will discuss: ✅Modern Annuities ™ • Growth & Income Solutions • NO Market Downside Risk • Uncapped Index Crediting Options • Competitive Alternative to other • Safe Money instruments ✅Minimize the biggest risks in your retirement ✅Learn how to navigate the complex […]
25 Mar
5:30 pm - 7:30 pm
Colony Professional Plaza
340 Heald Way suite 226, The Villages, Florida
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April 2025

Modern Annuities 101®

Learn Strategies & Creative Income Solutions to Protect Your Wealth Here’s what we will discuss: ✅Modern Annuities ™ • Growth & Income Solutions • NO Market Downside Risk • Uncapped Index Crediting Options • Competitive Alternative to other • Safe Money instruments ✅Minimize the biggest risks in your retirement ✅Learn how to navigate the complex […]
01 Apr
5:30 pm - 7:30 pm
Colony Professional Plaza
340 Heald Way suite 226, The Villages, Florida
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Protect Your Wealth Summit

Are you an IRA Millionaire™? If so, you could be facing a future filled with unwanted tax bills. Your IRA could become a ticking tax time bomb, leaving you and your heirs with a multigenerational tax burden. But don’t worry—you’re not alone, and you can protect your wealth. Greg will discuss proven strategies to safeguard […]
17 Apr
5:30 pm - 7:30 pm
The Brownwood Hotel
3003 Brownwood Blvd, The Villages, FL 32163
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May 2025

Protect Your Wealth Summit

Are you an IRA Millionaire™? If so, you could be facing a future filled with unwanted tax bills. Your IRA could become a ticking tax time bomb, leaving you and your heirs with a multigenerational tax burden. But don’t worry—you’re not alone, and you can protect your wealth. Greg will discuss proven strategies to safeguard […]
20 May
5:30 pm - 7:30 pm
The Brownwood Hotel
3003 Brownwood Blvd, The Villages, FL 32163
View Detail
June 2025

Protect Your Wealth Summit

Are you an IRA Millionaire™? If so, you could be facing a future filled with unwanted tax bills. Your IRA could become a ticking tax time bomb, leaving you and your heirs with a multigenerational tax burden. But don’t worry—you’re not alone, and you can protect your wealth. Greg will discuss proven strategies to safeguard […]
24 Jun
5:30 pm - 7:30 pm
The Brownwood Hotel
3003 Brownwood Blvd, The Villages, FL 32163
View Detail
No event found!