Summer Workshop Series
FLORIDA RETIREMENT SYSTEM (FRS)
Take charge of your retirement! This workshop clarifies vesting, pension calculations, beneficiary selection, & your Pension and Investment Plan options. Learn about managing your FRS account & explore DROP.
Dates:
5PM, Thursday, July 11, 2024 (Virtual)
3PM, Tuesday, July 30, 2024
Location
Virtual: Zoom link
Non-virtual: FEI+GAC Main office
2660 Stonewood Park Loop
Land O’Lakes, FL 24638
MAXIMIZING SOCIAL SECURITY
This session helps you get the most out of your Social Security by exploring how work history, claiming age, and other factors affect your benefit. Learn how to maximize it and plan for retirement income, including spousal benefits and life event considerations.
Dates:
6PM, Tuesday, July 16, 2024
6PM, Wednesday, July 24, 2024
Location:
Land O’ Lakes Public Library
TAX-FREE RETIREMENT
This workshop outlines strategies to achieve a tax-free retirement. Attendees will gain insights into structuring their financial portfolio to minimize tax liabilities and maximize retirement savings.
Dates:
6:30PM, Tuesday, June 25, 2024
Thursday, June 27, 2024
ESTATE PLANNING
Protect your assets and ensure your wishes are carried out after you're gone. This workshop equips you with knowledge on wills, trusts, and other tools to minimize tax burdens for your loved ones, and create a lasting legacy.
Dates:
6:00PM, Thursday, September 5
6:00PM, Wednesday, September 11
MEDICARE
Medicare doesn’t have to be confusing. If you are new to Medicare and looking for an easy way to learn about Medicare, you come to the right spot! In this workshop, We will cover the ABC’s of Medicare, your coverage options, the enrollment process, Medicare costs and prescription plans.
Dates:
TBD
Advisory services offered through Lincoln Investment or Capital Analysts Registered Investment Advisers. Securities offered through Lincoln Investment, Broker Dealer, Member FINRA/SIPC. www.lincolninvestment.com. Florida Educators Insurance and GAC Wealth Management and the above firms are independent and non-affiliated. The Lincoln Investment Companies nor any of its representatives is affiliated with the Florida Retirement System (FRS) and FRS does not sponsor, authorize or endorse the retirement educational services described in this or other communications of Lincoln Investment. Version: 05/2024