Join us at our
Note, this is NOT an annuity seminar.
Learn what you need to know in 2025 with a Fiduciary-based educational workshop
When:
Tuesday, March 18th at 12:00 p.m. (Noon)
Where:
The Capital Grille Restaurant
Vanderbilt Room
9005 Mercato Dr, Naples, FL 34108
When:
Wednesday March 19th at 6:30 pm
Where:
Naples Botanical Garden
Register Here For Our FREE Workshop ↓ Tuesday March 18th or Wednesday March 19th
The Capital Grille (Mercato) or Naples Botanical Garden
Tuesday Mar 18th 12:00 (noon) or Wednesday Mar 19th 6:30 pm
About Our Event
The educational presentation is hosted by Richard Eller, Certified Financial Fiduciary® and the President of Blueprint Financial Group.
You deserve to be better informed and educated. Do not miss this opportunity to take charge of your financial future and help create a retirement plan that works for you.
Who Should Attend?
Individuals who want to increase their financial literacy and better understand their retirement finances in an easy to learn environment.
Investors seeking unbiased guidance on investment strategies, and the stock and bond markets.
Anyone looking to discover how to optimize their Social Security benefits.
Those interested in learning all this and much more from a Certified Financial Fiduciary®
Our Next Workshop is coming up soon!
What to Expect
Financial Literacy Boost:
Gain essential knowledge to understand and manage your finances effectively.
Personalized Planning:
Learn more about your own comprehensive retirement plan, including Withdrawal Plan, Investment Plan, and Tax Plan, with expert guidance.
Strategic Investment Insights:
Learn how investments, strategies, and stock markets apply to you specifically, without the bias of big box brokerage houses pushing products and mutual funds.
Fiduciary vs. Non-Fiduciary Advice:
Understand the critical difference between Fiduciary and non-fiduciary advice and how it impacts your financial decisions. Learn from a Certified Financial Fiduciary®.
Social Security Optimization:
Discover strategies to optimize your Social Security benefits around your assets and pension, maximizing your retirement income potential.
Assessment of Portfolio Volatility:
Evaluate whether your current level of portfolio volatility aligns with your retirement needs and goals.
What You Need to Know About Roth IRAs:
Understand the benefits and considerations of Roth IRAs for your retirement planning.
Contact Us
Have any questions?
239-880-8940
