Many people are preoccupied with their daily routines, often failing to acquire the education necessary to secure a prosperous future. Join us for these FREE seminars discuss retirement, managing debt, social security and many more critical components needed to increase one's financial awareness in today's economy. With a different topic each month, there is sure to be something for everyone!
Monthly topics include:
Financial Blunders: Lessons We Never Learn (9/6/17 - Cortez)
Learn how to preserve and protect your assets against a plunging market, how to avoid losing up to 40% of your retirement plan the day you retire, how to better understand 'the market", and more.
College Planning (10/4/17 - Lakewood Ranch)
Learn how to maximize financial aid, how to address the high cost of college, how to develop a college investment plan, and more.
Legal Lessons for Life (11/1/17 - Lakewood Ranch)
Learn how to use a living trust to eliminate probate delays, costs, and legal fees, how to minimize your estate tax exemptions, how to select guardians for your children, and more.
Social Security Explained (12/6/17 - Lakewood Ranch)
Learn what types of benefits you're eligible to receive, the difference between full retirement and delayed retirement, how to file for benefits, retirement planning strategies, and more.
Women Approaching Retirement and Beyond (1/3/18 - Lakewood Ranch)
Learn about life insurance and long term care insurance, estate planning, how divorce and widowhood can affect your retirement, risk management, and more.
Taking Control of Your Cash: Eliminating Debt (2/7/18 - Cortez)
Learn tips on how to stop living paycheck to paycheck, useful information to help eliminate debt, strategies on developing a budget, and more.
If you are interested in attending this month's FREE workshop, reserve your seat TODAY using the RSVP link above!
Individual registration is required for each workshop. To register for a future date visit the specific month of the community calendar in which the workshop will take place.
Presented by June Braithwaite and Alin Lozada, members of The Society for Financial Awareness
June is a graduate from the College of Business Administration at the University of South Florida. She is a Certified Compensation Professional, a member of Society for Human Resource Management and has been a speaker at the Employer HealthCare & Benefits Congress. With more than 20 years of experience in the field of Human Resources working for large firms, her focus has been in the design and implementation of compensation and benefits programs. June believes financial awareness is important and dedicates her time to helping others achieve their retirement goals.
In her spare time, June likes to spend time perfecting her workout routine at the fitness club. She also enjoys long walks and cooking with her husband, Justo. A resident in Florida for over 30 years, June currently resides in Lakewood Ranch.
Alin has been a resident in South Florida for over 50 years and currently lives in Sarasota. He graduated from the University of Miami with a degree in business management and finance. Alin has owned and founded several firms throughout his 25 years in the financial services profession. He has been a featured speaker at national financial industry conventions, conducting educational workshops and seminars for advisors and the public on many topics regarding financial planning. He is recognized as being in the top one percent of all financial professionals in the country by the Top of the Million Dollar Round Table (MDRT), the most prestigious organization for financial professionals in the world.
In his spare time, Alin likes to play tennis and practice Tai Chi. He also enjoys Lawn Bowling and is currently the vice president of The Sarasota Lawn Bowling Club.
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