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MEMBER SEMINAR/EVENT SCHEDULE

August 2008
August 21 - DROP Seminar
Is it almost time for your retirement? Your Deferred Retirement Option Program (DROP) rollover is a key step in helping with your financial future. Join us for a more in depth analysis of how not to drop the ball on your DROP on August 21st from 6:00 to 7:00 pm at 3000 Bee Ridge Road, 2nd Fl. RSVP to Becky Fisher at (941) 907-4074.

August 27 - Reverse Mortgage Seminar
Get the facts about how a Reverse Mortgage may benefit you. Join us for this FREE seminar from 11:00 am to 1:00 pm at 3000 Bee Ridge Road, 2nd Fl. Lunch will be provided. Call 907-4030 to RSVP by August 25.

September 2008
September 25 - Small Business Lunch & Learn
Business Account Owners get a chance to network with other business owners and learn about a relevant topic. 3000 Bee Ridge Road, 2nd Fl. 11:30 am to 1:00 pm. This month's topic TBD. Contact Wendy Yancey at (941) 907-4026 for more information.

October 2008
October 11 - Car Sale
Are you in the market for a new or pre-owned vehicle? Join us on Saturday, October 11th for a huge car sale. Look for more information coming soon!

October 29 - Reverse Mortgage Seminar
Get the facts about how a Reverse Mortgage may benefit you. Join us for this FREE seminar from 11:00 am to 1:00 pm at 3000 Bee Ridge Road, 2nd Fl. Lunch will be provided. Call 907-4030 to RSVP by October 27th..


 

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