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Retirement Simplified — Clear Strategies. Confident Retirement.

Come to a seminar

A short, unhurried session on how retirement income, Medicare timing and Social Security decisions fit together. Bring your questions.

Schedule a Consultation Call Eric at (772) 280-4597
  • No cost and no obligation.
  • Bring a spouse or a family member.
  • Ask Eric your own questions afterward.
  • Complimentary meal provided

Retirement Simplified — Clear Strategies. Confident Retirement.

The evenings

Eric teaches in person across Central Florida, and keeps a library of recorded education you can work through at your own pace.

Reservations are encouraged. Contact us to request a seat.

You'll discover

  • Smart strategies for retirement income
  • Reducing taxes in retirement
  • Social Security timing considerations
  • Protecting and preserving your savings
  • Planning for the future you envision

What an evening is

These are educational sessions, not appointments. Eric works through how retirement income, Medicare timing and Social Security decisions fit together, and answers the questions in the room.

People usually come as a couple, and often bring an adult child. You are welcome to listen, ask, and leave without arranging anything.

Reserving a seat

Reservations are encouraged. Contact us to request a seat.

Ask for a seat

What the evenings cover

The first step

Rather talk one to one?

Tell us where you are and what you are trying to work out. No preparation needed.

Call (772) 280-4597
  1. Send the form, or call
  2. Your first conversation starts with Discovery

Speak with Eric directly

A first conversation takes no preparation at all.

Start with a conversation