Financial & Estate Planning Seminar

If you have never been to to one of our Financial & Estate Planning Seminars in The Villages, Florida, we would love for you to attend! Whether you are a new retiree, or just looking for more information, remember “you can’t execute what you don’t know.” Be sure to register soon, as our seminars fill up quickly!

Financial advisor Michael Whitaker, Attorney Eric Millhorn, and Certified Public Accountant Hema Rupnarain are highly respected in their fields. These dedicated, experienced, and passionate professionals have forged a successful network to help clients succeed in all facets of their financial lives and achieve peace of mind and happiness.

Financial Planning Seminar Team

The bottom line is this: Because this dedicated network of professionals is working together to support you, you’ll receive objective, strategic, and prudent advice designed to help you meet your financial goals now and in the future.

Seminar Topics Include:

  • Estate Planning Resources
  • Facts About Long Term Care
  • Florida Long Term Care Partnership Program
  • Uses of Life Insurance, Why Review?
  • Putting Your Money To Work For You
  • Short Term Fixed Annuities
  • Annuity Lifetime Income Rider*

*Based on the claims paying ability of the issuing company. May have a charge or fee.

 

Upcoming Seminar Dates & Locations

No Events

 

Seminars Hosted by Michael Whitaker CLU® CHFC

  • Owner, Michael L. Whitaker and Associates, LLC
  • Serving clients for over 30 years
  • Chartered Life Underwriter
  • Chartered Financial Consultant
  • Registered Advisor
  • Co-author of the book Long Term Care: Is Your Family Protected?

Guest Speakers from Millhorn Law Firm

Additional Guest Speakers