Free retirement seminars
Learn how it works before anyone talks products
Free sessions at our Daytona Beach office on retirement income, living trusts, and probate. The next schedule is being set now. Leave your details and you will hear first when dates are announced.
- How savings become income that lasts
- What a living trust does that a will cannot
- What probate really costs a Florida family
- Nothing is sold in the room, and nothing to sign
Save a seat
Be told when dates are announced
No commitment. When the schedule is set you get the dates by email, and if you want to come, you reply.
Hosted by Michelle Rocchio
So you leave with answers, not a sales pitch.
What to expect
A teaching session, not a sales presentation
Knowing that in advance is the point. Here is how an evening goes.
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You come, you listen
An hour or so on how retirement income, trusts, and probate actually work in Florida. Bring questions.
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Nothing is sold in the room
No products are offered at the session and there is nothing to sign. No one will follow you to your car.
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You decide whether to go further
If you want to talk about your own situation afterward, you ask. If you do not, you leave with what you learned.
Plain answers
Questions about the seminars
Short, honest answers with no product talk. If yours is not here, just ask.
Are the seminars really free?
Yes. There is no charge to attend and no obligation afterward. They are teaching sessions, and nothing is sold in the room.
Where are they held?
At our office in the Kress Building, 140 S Beach St, Suite 104, downtown Daytona Beach. Street parking is close by, and there is no step up into the building.
Do I need to bring anything?
Only questions. If you want to talk about your own situation afterward, you can book a free consultation and bring your statements to that instead.
When is the next session?
The schedule for the coming year is being set now. Leave your details above and you will get the dates by email as soon as they are announced.