FINANCIAL STRATEGIES FOR SUCCESSFUL RETIREMENT®
Location: Palm Beach State College at Boca Raton
801 Palm Beach State College, Room # HT-212
Boca Raton, FL 33431
Class Options:
2 Series | *1 class session per week for 4 weeks | 4 evenings total | 2 hour classes*
Pick your class (Series 1 or Series 2)
Covering Common Financial Mistakes:
This course will be relevant if you are nearing retirement, already retired, or just beginning to develop your retirement plan.
To achieve a better retirement, preparation is crucial, and Financial Strategies for Successful Retirement® comprehensively covers all aspects of retirement planning. By attending this class, you will gain more confidence in dealing with financial advisors. Although this seminar is intended for individuals who are at least 50 years old with a net worth of $1 million or more, it is open to anyone who wants to be better prepared for retirement.
If you register for the seminar in advance, the fee is $49, which includes admission for you and a guest, as well as one workbook and set of materials to share.
If you register on the day of the seminar, the fee is $69.
If you and your guest both want your own course materials, additional workbooks can be purchased for $31 each.
The financial consultants of Pence Financial Group are registered representatives with and securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.
Event Venue:
Palm Beach State College at Boca Raton
801 Pal Beach State College, Room# HT-212,
Boca Raton, FL 33431
This course is divided into 4 sessions, held once a week for four weeks. Each session lasts 2 hours, with a 10-15 minute break included during which you can enjoy complimentary refreshments.
It is required that you register ahead of time to guarantee that you receive course materials.
To finalize your registration, please fill out the form below. We will send you an email invoice to complete payment.
Accepted Payment Methods:
After confirming your registration, we will send you a letter detailing the dates you have chosen to attend the course.
CONTACT US
If you have questions or need assistance, please feel free to contact us.
BOCA RATON OFFICE
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At the end of the day, our purpose is to help you grow your wealth to empower your purpose through retirement and beyond to extend your legacy. We are here to walk with you every step of the way so that all the hard work that went into generating your wealth has a more permanent impact.
OUR STORY
We foster a relationship based on trust, service and transparency. Our commitment is to you.
OUR TEAM
You’ll have a qualified team of professionals devoted to helping you pursue your financial goals.
OUR PROCESS
How is Pence Financial Group distinct? Learn more about our innovative process and approach that serves your financial needs.
OUR MISSION
We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you.
OUR INVESTMENT APPROACH
Learn more about our Choke Point Investing™ strategy and take advantage our proprietary investment approach.
ABOUT LPL FINANCIAL
Learn more about LPL Financial’s competitive resources you can take advantage of with Pence Financial Group.
The financial professionals at Pence Financial Group strive to uphold the Fiduciary Standard of Care. At all times when providing advice to a Client, our financial professionals must always act in the best interest of the Client. We place the interests of the Client above the interests of the Firm. We must act with the care, skill, prudence and diligence that a prudent professional would exercise in light of the Client’s goals, risk tolerance, objectives and financial and personal circumstances.
Our financial professionals must comply with all objectives, policies, restrictions and other terms of the Engagement and all reasonable and lawful direction of the Client.
The financial professionals at Pence Financial Group strive to uphold the Fiduciary Standard of Care. At all times when providing advice to a Client, our financial professionals must always act in the best interest of the Client.
We place the interests of the Client above the interests of the Firm. We must act with the care, skill, prudence and diligence that a prudent professional would exercise in light of the Client’s goals, risk tolerance, objectives and financial and personal circumstances.
Our financial professionals must comply with all objectives, policies, restrictions and other terms of the Engagement and all reasonable and lawful direction of the Client.
At Pence Financial Group, we believe that good financial decisions don’t have to be confusing. If you have any questions or want to schedule a complimentary meeting to discuss your specific questions, please do not hesitate to contact us.
Whether retirement is years away or right around the corner, we can help you to build a wealth strategy that can prepare you for the future you want.
© Pence Financial Group LLC. 2024. All rights reserved.
The financial professionals associated with PFG are registered with and offer securities and investment advisory services through LPL Financial, member FINRA/SIPC and a registered investment adviser.
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. Historical performance is no guarantee of future results. All indices are unmanaged and may not be invested into directly. The economic forecasts set forth may not develop as predicted and there can be no guarantee that strategies promoted will be successful. All investing involves risk including loss of principal.
Pence Financial Group does not provide legal and/or tax advice or services. Please consult your legal and/or tax advisor regarding your specific situation. The financial consultants of Pence Financial Group are registered representatives with, and securities and advisory services offered through LPL Financial. A Registered Investment Advisor. Member FINRA/SIPC. LPL Financial, Pence Financial Group, and Pence Capital Management are separate entities. Wealth Management provided through LPL Financial.
The LPL registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.