FREE Financial Workshops
Local Financial Workshops
Offering free financial Educational workshops in Palm Beach and Martin County on a variety of important topics for those retiring or newly retired
Trust & Estate Planning Workshops
We are passionate about giving back to our community through our ongoing financial workshops.
Retirement & Minimizing Taxes Workshops
Should I move my 401(k), 457, or other retirement accounts to IRA's?
How does taking distributions affect my taxes?
Helpful and Timely Strategies to help minimize taxes in retirement and for those approaching retirement or newly retired
Wealth Distribution Workshops
What are the most tax efficient ways to distribute your wealth?
Do you want to leave a legacy?
Randy Lee presenting at one of his recent workshops