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 L. Whitaker, and Attorney Eric Millhorn 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.
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.
Seminars Hosted by Michael L. Whitaker and associates, llc.
Owner, Michael L. Whitaker CLU, CHFC.
Serving clients since 1984
Chartered Life Underwriter
Chartered Financial Consultant
Registered Investment Advisor
Co-author of the book Long Term Care: Is Your Family Protected?
Guest Speakers from Millhorn Law Firm
Eric C. Millhorn, Attorney
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.
*Millhorn Elder Law Planning Group, Hema Rupnarain; CPA, Eric Millhorn and Jennifer Henson are not registered broker dealers and operate independently from Michael Whitaker & Associates, LLC. and its agents. Millhorn Elder Law Planning Group, Hema Rupnarain; CPA, Eric Millhorn and Jennifer Henson are not affiliated with Newbridge Securities Corp. or Newbridge Securities Financial Services Group Inc. and do not share in any compensation arrangements with Michael Whitaker & Associates, LLC. nor do they pay and/or receive any compensation for client referrals.