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Comprehensive Wealth Management
IL: 815-748-2130 • FL: 941-952-1188


Tuesday, 09 January 2018 16:41

Sarasota Financial Forum: Spring 2018 Classes Available for Sign Up

With the success of our Fall 2017 Financial Forum hosted at ACE at Suncoast Technical College, we are excited to announce that this semester will be teaming up with them again for our Spring 2018 Sarasota Financial Forum. We’re excited to present classes on eight different topics at this semester’s forum. Classes will be held at both ACE’s Sarasota and North Port campuses, beginning February 1st through March 21st, 2018.

We think everyone deserves access to better financial knowledge, and that’s exactly what the Sarasota Financial Forum sets out to do. Check out our classes below and register today by visiting http://www.campusce.net/acesarasota/course/course.aspx?catId=78.

If you’re interested in staying up-to-date on our future classes, join our email list! Simply enter your email in the form at the bottom of this post, or call our office at 941-952-1188 and request to be put on the list.

Spring 2018 Class Lineup:

Social Security’s Best Kept Secrets - February 1, 4-6 p.m. AND March 21, 4-6 p.m. IN NORTH PORT

Did you know a married couple has over 80 different strategies for how they can claim their benefits? With Social Security planning, it’s not “one size fits all”, and if you’re not looking into all your options for collecting, you’re probably making an expensive mistake. Don’t be one of the average retirees that leaves potentially thousands of dollars unused! In this course, you’ll learn the secrets to maximize your benefits. Whether you’ll be working while collecting, will be retiring in the next few years, or have just recently applied for your benefits, we’ll show you the right claiming strategy for your situation.

Investing 101: Your Intro to Investing – February 6, 4-6 p.m. IN NORTH PORT AND March 1, 4-6 p.m.

Full Description: Are you curious about investing but unsure how the process works? This class is designed to teach you all the investing basics. We will review the 7 characteristics common to all investments, the different types of risk, and the important questions to ask before writing a check. We will explain the difference between stocks, funds, annuities, and their respective pros and cons.

Transitioning to Retirement: The Key Issues You Must Know – February 8, 6-8 p.m.

Full Description: Retirement is a one-time event. Mistakes can be very costly. This course will address some of the key issues in the transition from work to retirement. Understanding these key issues and making informed decisions may help you better enjoy your "golden" years. Some of the topics we will cover include: evaluating the true cost of retirement, evaluating your sources and timing of retirement income, protecting your health and wealth, minimizing taxes during retirement, maximizing your pension benefits and social security, and planning for death and/or disability. This course is designed to guide you through this exciting transition period of your life.

So You Want to Start a Small Business – February 12, 4-6 p.m.

Full Description: Learn the ins and outs of starting your own business from an expert.  This course gives you the tools necessary to critically determine whether or not you have the capacity to be in business for yourself, provides the basic knowledge of what it takes to be successful in your own business and makes available all possible sources of information to help you gain and maintain a profitable business.  Learn how to prevent the waste of your resources, time and efforts as well as learn the fundamentals of management, marketing, accounting and finance.

Estate Planning 101: The Essentials of Estate Planning – February 21, 4-6 pm.

Full Description: Estate planning is essential to everyone’s lifelong plan, it is not just for the wealthy. It involves not only passing on assets such as real estate, personal property, and financial assets, but also planning for others to make decisions for you, should you become incapacitated or die. A well-thought out estate plan can help you provide for loved ones while managing taxes and ensuring that your wishes are carried out. Estate planning is the key to making sure that everything you work for is passed on according to your wishes. These are difficult decisions, but if you don’t make them, a court will.

Planning for Health Care in Retirement – March 5, 6-8 p.m.

Full Description: With more baby boomers retiring and life expectancies increasing, health-care costs in retirement are consuming a greater portion of household income. In fact, lifetime retirement health-care costs for a 65-year-old healthy couple retiring this year will exceed $250,000*. This presentation explores trends in health-care spending, provides details on navigating Medicare, and presents actionable planning strategies.

* HealthView Services, 2016 Retirement Healthcare Costs Data Report.

Investing Mistakes and How to Avoid Them – March 7, 4-6 p.m.

Full Description: There are various behaviors that can potentially sabotage the investment portfolio you’ve spent years trying to build. The good news is, learning new habits may help to successfully build, preserve and transfer your wealth. In this class we’ll focus on what destroys wealth, how successful investors create wealth, and how you can alter your own behavior to work towards being successful when investing.

The Current Tax Landscape – March 20, 4-6 p.m.

Full Description: Significant changes may be on the horizon in the future as our nation grapples with federal debt and the pressures of entitlement programs. Investors are well served in keeping a close eye on how these changes will impact their personal finances. In this seminar, we will review the current income and estate tax landscape, highlight trends driving government spending and debt, and examine prospects for longer-term tax reform, and present tax and estate-planning strategies.


During some presentations, certain investments, such as stocks, bonds, mutual funds, and ETFs will be discussed, which have various risks including loss of principal. There is no assurance that the investments, techniques and strategies discussed are suitable for all investors or will yield positive outcomes.

Information presented is not intended to be a substitute for specific individualized tax or legal advice. We suggest that you discuss your specific situation with a qualified tax or legal advisor.

Securities Offered through LPL Financial Member FINRA / SIPC. Financial Planning and investment advice offered through Walsh & Associates, a registered investment advisor and separate entity from LPL Financial.

*Not affiliated with LPL Financial or Walsh & Associates