Pre-Retirement vs Retirement Seminar

The Impact of Sequence of Returns

Presented by: Mike Garcia, AAMS®

Financial Planner

Free Educational Seminar

Sign Up Today and Make A Difference for Tomorrow

Impact your future with insight and knowledge. Join our complimentary educational seminar tailored for retirees and those nearing retirement, led by seasoned financial planners. Whether you're refining your financial strategy or just starting to explore your retirement options, this seminar offers valuable tools and information to help you navigate your golden years with confidence. Enroll now to help take the first step towards a successful and prosperous tomorrow.

Schedule

Tuesday

  • Check-in starts at 10:30

  • Light beverages and snacks provided

Thursday

  • Check-in starts at 10:30

  • Light beverages and snacks provided


Come prepared to learn and have fun while exploring your next steps.

Date: April 9th and April 11th

Time: 11AM - 12:30PM

Location: Seven Oaks Clubhouse

2910 Sports Core Cir

Wesley Chapel, 33544

"Begin with the end in mind"

Stephen R. Covey, Ph.D.

7 Habits of Highly Effective People, 1989

What's Important About Retirement to You

Our seminar aims to impart the profound benefits of delayed gratification, as illustrated by Walter Mischel’s iconic marshmallow study. The marshmallow study tested children's ability to delay gratification by offering them a choice: eat one marshmallow immediately or wait 15 minutes to receive two. We explore how applying this principle to financial planning—by prioritizing savings and investments over immediate expenditures—can significantly reduce debt and contribute to a better and more fulfilling retirement.


We'll provide actionable insights and strategies to help you manage your finances, emphasizing the power of foresight in achieving financial independence and well-being. Join us to transform your financial future through intentional planning and informed decision-making.

Totally Free, built for you.

Come together! Bring your spouse.

This complimentary event is intended to help you plan for your future.

What You'll Learn!

A comprehensive roadmap to a customized financial plan built for your family.

  • Current Financial Diagnosis

  • Risk Management

  • Estate Planning

  • Investment Tax Strategy

  • Accumulation Goal Setting

  • Life-long Retirement Planning

Register today because your future matters.

Hear From Those Who Have Been Impacted

This event could change your future!

Hear from Andrew!

Hear from Peggy!

Hear from Frank and Vicky!

Join Us

Limited Spots Available

A people-first philosophy has always been at the core of Mike's entrepreneurial journey, inspiring his unwavering commitment to helping those in need. We'd love for you to join our free seminar and we're really looking forward to helping you and your family grow financially.

Disclosure:
Registered Representative and Investment Advisor Representative of and securities offered through OneAmerica Securities, Inc., a Registered Investment Advisor, Member FINRA, SIPC. OneFlorida Financial Group is not an affiliate of OneAmerica Securities and is not a broker dealer or Registered Investment Advisor. Provided content is for overview and informational purposes only and is not intended and should not be relied upon as individualized tax, legal, fiduciary, or investment advice. Investing involves risk which includes potential loss of principal. Neither OneAmerica Securities, OneFlorida Financial Group, nor their representatives provide tax or legal advice. For answers to specific questions and before making any decisions, please consult a qualified attorney or tax advisor.

Schedule

April 9th and 11th

Seven Oaks Clubhouse

2910 Sports Core Cir

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